SFS
HSII

Sowell Financial Services’s Heidrick & Struggles HSII Stock Holding History

Sowell Financial Services’s Portfolio HSII Stock Details HSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-107
Closed -$5K – 1493
2021
Q1 		$5K Hold
107
– – ﹤0.01% 2601
2020
Q4 		$3K Sell
107
-183
-63% -$4.59K ﹤0.01% 2394
2020
Q3 		$6K Hold
290
– – ﹤0.01% 1947
2020
Q2 		$6K Sell
290
-102
-26% -$2.25K ﹤0.01% 1841
2020
Q1 		$9K Sell
392
-352
-47% -$9.36K ﹤0.01% 1631
2019
Q4 		$24K Hold
744
– – ﹤0.01% 1372
2019
Q3 		$20K Buy
+744
New +$20.9K ﹤0.01% 1278

Other funds holding HSII

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

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

Sowell Financial Services sold out of Heidrick & Struggles (HSII) in Q2 2021, closing a stake of 107 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in HSII in Q3 2019 and held it in 7 quarters. The position peaked at $24K in Q4 2019. 158 funds tracked by Wall St. Rank hold HSII as of Q2 2021.

  • Sowell Financial Services reported no remaining Heidrick & Struggles position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 107 Heidrick & Struggles shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in Heidrick & Struggles in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Heidrick & Struggles position peaked at $24K in Q4 2019.
  • 158 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q2 2021.

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