SFS
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Sowell Financial Services’s John B. Sanfilippo & Son JBSS Stock Holding History

Sowell Financial Services’s Portfolio JBSS Stock Details JBSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7
Closed -$1K – 2620
2020
Q2 		$1K Hold
7
– – ﹤0.01% 2320
2020
Q1 		$1K Buy
+7
New +$564 ﹤0.01% 2264

Other funds holding JBSS

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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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Sowell Financial Services's JBSS Position: Q3 2020 in Review

Sowell Financial Services sold out of John B. Sanfilippo & Son (JBSS) in Q3 2020, closing a stake of 7 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in JBSS in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 176 funds tracked by Wall St. Rank hold JBSS as of Q3 2020.

  • Sowell Financial Services reported no remaining John B. Sanfilippo & Son position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 7 John B. Sanfilippo & Son shares in Q3 2020, an estimated $1K.
  • Sowell Financial Services first reported a position in John B. Sanfilippo & Son in Q1 2020 and held it in 2 quarters.
  • Sowell Financial Services's John B. Sanfilippo & Son position peaked at $1K in Q2 2020.
  • 176 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.