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Sowell Financial Services’s The GEO Group GEO Stock Holding History

Sowell Financial Services’s Portfolio GEO Stock Details GEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,426
Closed -$30K – 1373
2021
Q1 		$30K Sell
5,426
-127
-2% -$1.04K ﹤0.01% 1868
2020
Q4 		$49K Buy
5,553
+2,000
+56% +$19.2K ﹤0.01% 1411
2020
Q3 		$40K Buy
3,553
+127
+4% +$1.42K ﹤0.01% 1289
2020
Q2 		$41K Buy
3,426
+436
+15% +$5.32K ﹤0.01% 1219
2020
Q1 		$36K Hold
2,990
– – ﹤0.01% 1156
2019
Q4 		$50K Buy
2,990
+630
+27% +$9.56K ﹤0.01% 1149
2019
Q3 		$41K Buy
+2,360
New +$42.3K ﹤0.01% 1058

Other funds holding GEO

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Scion Asset Management Saratoga, California $1.38B AUM 43.96% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

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

Sowell Financial Services sold out of The GEO Group (GEO) in Q2 2021, closing a stake of 5,426 shares — an estimated $30K sold.

Sowell Financial Services first reported a position in GEO in Q3 2019 and held it in 7 quarters. The position peaked at $50K in Q4 2019. 200 funds tracked by Wall St. Rank hold GEO as of Q2 2021.

  • Sowell Financial Services reported no remaining The GEO Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 5,426 The GEO Group shares in Q2 2021, an estimated $30K.
  • Sowell Financial Services first reported a position in The GEO Group in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's The GEO Group position peaked at $50K in Q4 2019.
  • 200 funds tracked by Wall St. Rank held The GEO Group as of Q2 2021.

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