SFS
MODN

Sowell Financial Services’s MODEL N, INC. MODN Stock Holding History

Sowell Financial Services’s Portfolio MODN Stock Details MODN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-261
Closed -$10K – 2908
2021
Q1 		$10K Sell
261
-216
-45% -$8.3K ﹤0.01% 2340
2020
Q4 		$17K Buy
477
+4
+0.8% +$139 ﹤0.01% 1817
2020
Q3 		$17K Buy
473
+149
+46% +$5.63K ﹤0.01% 1642
2020
Q2 		$11K Buy
324
+39
+14% +$1.14K ﹤0.01% 1675
2020
Q1 		$6K Buy
285
+81
+40% +$2.37K ﹤0.01% 1793
2019
Q4 		$7K Sell
204
-4
-2% -$122 ﹤0.01% 1815
2019
Q3 		$6K Buy
+208
New +$5.17K ﹤0.01% 1725

Other funds holding MODN

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return