SFS
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Sowell Financial Services’s Heritage Insurance Holdings HRTG Stock Holding History

Sowell Financial Services’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,283
Closed -$20K – 1490
2021
Q1 		$20K Buy
2,283
+241
+12% +$2.52K ﹤0.01% 2059
2020
Q4 		$21K Sell
2,042
-72
-3% -$740 ﹤0.01% 1720
2020
Q3 		$21K Buy
2,114
+751
+55% +$9.28K ﹤0.01% 1538
2020
Q2 		$18K Buy
1,363
+93
+7% +$1.09K ﹤0.01% 1495
2020
Q1 		$14K Buy
1,270
+487
+62% +$5.76K ﹤0.01% 1499
2019
Q4 		$10K Buy
+783
New +$10.8K ﹤0.01% 1684

Other funds holding HRTG

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Vanguard Group
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RA
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Ameriprise
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PRCP
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SAG
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return