SFS
BG icon

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

Other funds holding BG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGC
Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sowell Financial Services's BG Position: Q2 2021 in Review

Sowell Financial Services sold out of Bunge Global (BG) in Q2 2021, closing a stake of 2,622 shares — an estimated $233K sold.

Sowell Financial Services first reported a position in BG in Q4 2016 and held it in 4 quarters. The position peaked at $233K in Q1 2021. 456 funds tracked by Wall St. Rank hold BG as of Q2 2021.

  • Sowell Financial Services reported no remaining Bunge Global position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,622 Bunge Global shares in Q2 2021, an estimated $233K.
  • Sowell Financial Services first reported a position in Bunge Global in Q4 2016 and held it in 4 quarters.
  • Sowell Financial Services's Bunge Global position peaked at $233K in Q1 2021.
  • 456 funds tracked by Wall St. Rank held Bunge Global as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.