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Sowell Financial Services’s Leggett & Platt LEG Stock Holding History

Sowell Financial Services’s Portfolio LEG Stock Details LEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14,654
Closed -$441K – 563
2023
Q2 		$441K Buy
+14,654
New +$461K 0.02% 476
2023
Q1 		– Sell
-15,552
Closed -$508K – 807
2022
Q4 		$508K Buy
+15,552
New +$524K 0.03% 423
2021
Q2 		– Sell
-8,947
Closed -$510K – 1738
2021
Q1 		$510K Buy
8,947
+7,631
+580% +$340K 0.02% 633
2020
Q4 		$58K Buy
1,316
+500
+61% +$21.4K ﹤0.01% 1344
2020
Q3 		$34K Sell
816
-227
-22% -$9.01K ﹤0.01% 1343
2020
Q2 		$37K Sell
1,043
-354
-25% -$11K ﹤0.01% 1263
2020
Q1 		$37K Sell
1,397
-1,385
-50% -$57.6K ﹤0.01% 1151
2019
Q4 		$141K Buy
2,782
+2,729
+5,149% +$134K 0.01% 810
2019
Q3 		$2K Buy
+53
New +$2.08K ﹤0.01% 2094

Other funds holding LEG

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
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's LEG Position: Q3 2023 in Review

Sowell Financial Services sold out of Leggett & Platt (LEG) in Q3 2023, closing a stake of 14,654 shares — an estimated $441K sold.

Sowell Financial Services first reported a position in LEG in Q3 2019 and held it in 9 quarters. The position peaked at $510K in Q1 2021. 379 funds tracked by Wall St. Rank hold LEG as of Q3 2023.

  • Sowell Financial Services reported no remaining Leggett & Platt position as of Q3 2023 after selling out during the quarter.
  • Sowell Financial Services sold 14,654 Leggett & Platt shares in Q3 2023, an estimated $441K.
  • Sowell Financial Services first reported a position in Leggett & Platt in Q3 2019 and held it in 9 quarters.
  • Sowell Financial Services's Leggett & Platt position peaked at $510K in Q1 2021.
  • 379 funds tracked by Wall St. Rank held Leggett & Platt as of Q3 2023.

Based on Sowell Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.