SFS
CORE

Sowell Financial Services’s Core Mark Holding Co., Inc. CORE Stock Holding History

Sowell Financial Services’s Portfolio CORE Stock Details CORE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-26
Closed -$1K – 3148
2021
Q1 		$1K Buy
+26
New +$898 ﹤0.01% 3069
2019
Q4 		– Sell
-114
Closed -$4K – 2715
2019
Q3 		$4K Buy
+114
New +$3.96K ﹤0.01% 1890

Other funds holding CORE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

Sowell Financial Services sold out of Core Mark Holding Co., Inc. (CORE) in Q2 2021, closing a stake of 26 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in CORE in Q3 2019 and held it in 2 quarters. The position peaked at $4K in Q3 2019. 186 funds tracked by Wall St. Rank hold CORE as of Q2 2021.

  • Sowell Financial Services reported no remaining Core Mark Holding Co., Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 26 Core Mark Holding Co., Inc. shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Core Mark Holding Co., Inc. in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Core Mark Holding Co., Inc. position peaked at $4K in Q3 2019.
  • 186 funds tracked by Wall St. Rank held Core Mark Holding Co., Inc. as of Q2 2021.

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