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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 – 1911
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 – 454
2016
Q4 		$56K Buy
+2,066
New +$42.6K 0.02% 331

Other funds holding MTW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

Sowell Financial Services sold out of Manitowoc (MTW) in Q2 2021, closing a stake of 934 shares — an estimated $23K sold.

Sowell Financial Services first reported a position in MTW in Q4 2016 and held it in 9 quarters. The position peaked at $1.13M in Q3 2017. 142 funds tracked by Wall St. Rank hold MTW as of Q2 2021.

  • Sowell Financial Services reported no remaining Manitowoc position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 934 Manitowoc shares in Q2 2021, an estimated $23K.
  • Sowell Financial Services first reported a position in Manitowoc in Q4 2016 and held it in 9 quarters.
  • Sowell Financial Services's Manitowoc position peaked at $1.13M in Q3 2017.
  • 142 funds tracked by Wall St. Rank held Manitowoc as of Q2 2021.

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