SFS
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Sowell Financial Services’s Bunge Global BG Stock Holding History

Sowell Financial Services’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,622
Closed -$233K – 759
2021
Q1 		$233K Buy
2,622
+534
+26% +$39.7K 0.01% 967
2020
Q4 		$137K Buy
2,088
+1,540
+281% +$89.9K 0.01% 1022
2020
Q3 		$25K Buy
+548
New +$24.5K ﹤0.01% 1456
2017
Q1 		– Sell
-31
Closed -$2K – 284
2016
Q4 		$2K Buy
+31
New +$2.06K ﹤0.01% 584

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BlackRock
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return