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Sowell Financial Services’s Donegal Group Class A DGICA Stock Holding History

Sowell Financial Services’s Portfolio DGICA Stock Details DGICA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,565
Closed -$39K – 1050
2021
Q1 		$39K Buy
2,565
+667
+35% +$9.55K ﹤0.01% 1756
2020
Q4 		$27K Sell
1,898
-667
-26% -$9.59K ﹤0.01% 1612
2020
Q3 		$36K Sell
2,565
-485
-16% -$6.91K ﹤0.01% 1319
2020
Q2 		$43K Buy
3,050
+89
+3% +$1.27K ﹤0.01% 1200
2020
Q1 		$45K Buy
2,961
+2,164
+272% +$30.6K ﹤0.01% 1092
2019
Q4 		$12K Buy
+797
New +$11.7K ﹤0.01% 1616

Other funds holding DGICA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 DGICA Position: Q2 2021 in Review

Sowell Financial Services sold out of Donegal Group Class A (DGICA) in Q2 2021, closing a stake of 2,565 shares — an estimated $39K sold.

Sowell Financial Services first reported a position in DGICA in Q4 2019 and held it in 6 quarters. The position peaked at $45K in Q1 2020. 86 funds tracked by Wall St. Rank hold DGICA as of Q2 2021.

  • Sowell Financial Services reported no remaining Donegal Group Class A position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,565 Donegal Group Class A shares in Q2 2021, an estimated $39K.
  • Sowell Financial Services first reported a position in Donegal Group Class A in Q4 2019 and held it in 6 quarters.
  • Sowell Financial Services's Donegal Group Class A position peaked at $45K in Q1 2020.
  • 86 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2021.

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