Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
Sowell Financial Services’s
Limbach Holdings
LMB
Stock Holding History
Sowell Financial Services’s Portfolio
LMB Stock Details
LMB Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-1,798
Closed
-$19K
–
1764
2021
Q1
$19K
Hold
1,798
–
–
﹤0.01%
2075
2020
Q4
$22K
Buy
+1,798
New
+$19.3K
﹤0.01%
1702
Other funds holding LMB
PAMP
Polar Asset Management Partners
Toronto, Ontario, Canada
$4.21B AUM
35.27%
1-Year Est. Return
ARS
Adirondack Retirement Specialists
Queensbury, New York
$129M AUM
19.73%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
NRC
North Run Capital
Boston, Massachusetts
$43.5M AUM
38.24%
1-Year Est. Return
HA
Heartland Advisors
Milwaukee, Wisconsin
$1.96B AUM
28.26%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Two Sigma Advisers
New York
$51.4B AUM
31.07%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close