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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 – 1763
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 $6.07B AUM 34.81% 1-Year Est. Return
ARS
Adirondack Retirement Specialists Queensbury, New York $129M AUM 19.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
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
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Sowell Financial Services sold out of Limbach Holdings (LMB) in Q2 2021, closing a stake of 1,798 shares — an estimated $19K sold.

Sowell Financial Services first reported a position in LMB in Q4 2020 and held it in 2 quarters. The position peaked at $22K in Q4 2020. 33 funds tracked by Wall St. Rank hold LMB as of Q2 2021.

  • Sowell Financial Services reported no remaining Limbach Holdings position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,798 Limbach Holdings shares in Q2 2021, an estimated $19K.
  • Sowell Financial Services first reported a position in Limbach Holdings in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Limbach Holdings position peaked at $22K in Q4 2020.
  • 33 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2021.

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