SFS
MTW icon

Sowell Financial Services’s Manitowoc MTW Stock Holding History

Sowell Financial Services’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-934
Closed -$23K – 1912
2021
Q1 		$23K Sell
934
-159
-15% -$2.63K ﹤0.01% 2000
2020
Q4 		$15K Sell
1,093
-16,000
-94% -$171K ﹤0.01% 1862
2020
Q3 		$144K Buy
17,093
+14,000
+453% +$139K 0.01% 847
2020
Q2 		$34K Buy
3,093
+1,253
+68% +$11.9K ﹤0.01% 1289
2020
Q1 		$16K Sell
1,840
-1,613
-47% -$21K ﹤0.01% 1459
2019
Q4 		$60K Buy
3,453
+522
+18% +$7.61K ﹤0.01% 1095
2019
Q3 		$37K Buy
+2,931
New +$44.3K ﹤0.01% 1087
2017
Q4 		– Sell
-28,172
Closed -$1.13M – 271
2017
Q3 		$1.13M Buy
+28,172
New +$819K 0.29% 78
2017
Q1 		– Sell
-2,066
Closed -$56K – 457
2016
Q4 		$56K Buy
+2,066
New +$42.6K 0.02% 331

Other funds holding MTW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return