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Sowell Financial Services’s Coty COTY Stock Holding History

Sowell Financial Services’s Portfolio COTY Stock Details COTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-27,270
Closed -$191K – 3133
2020
Q4 		$191K Buy
27,270
+18,624
+215% +$95.9K 0.01% 869
2020
Q3 		$23K Buy
8,646
+4,507
+109% +$17K ﹤0.01% 1495
2020
Q2 		$19K Buy
+4,139
New +$20.1K ﹤0.01% 1474

Other funds holding COTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $52.9M AUM 2.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's COTY Position: Q1 2021 in Review

Sowell Financial Services sold out of Coty (COTY) in Q1 2021, closing a stake of 27,270 shares — an estimated $191K sold.

Sowell Financial Services first reported a position in COTY in Q2 2020 and held it in 3 quarters. The position peaked at $191K in Q4 2020. 282 funds tracked by Wall St. Rank hold COTY as of Q1 2021.

  • Sowell Financial Services reported no remaining Coty position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 27,270 Coty shares in Q1 2021, an estimated $191K.
  • Sowell Financial Services first reported a position in Coty in Q2 2020 and held it in 3 quarters.
  • Sowell Financial Services's Coty position peaked at $191K in Q4 2020.
  • 282 funds tracked by Wall St. Rank held Coty as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.