SFS
PPD

Sowell Financial Services’s PPD, Inc. Common Stock PPD Stock Holding History

Sowell Financial Services’s Portfolio PPD Stock Details PPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-12,400
Closed -$221K – 2756
2020
Q1 		$221K Buy
+12,400
New +$311K 0.02% 623

Other funds holding PPD

HFCIV
H&F Corporate Investors VII San Francisco, California $3.61B AUM 26.49% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Sowell Financial Services's PPD Position: Q2 2020 in Review

Sowell Financial Services sold out of PPD, Inc. Common Stock (PPD) in Q2 2020, closing a stake of 12,400 shares — an estimated $221K sold.

Sowell Financial Services first reported a position in PPD in Q1 2020 and held it in 1 quarter. The position peaked at $221K in Q1 2020. 132 funds tracked by Wall St. Rank hold PPD as of Q2 2020.

  • Sowell Financial Services reported no remaining PPD, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 12,400 PPD, Inc. Common Stock shares in Q2 2020, an estimated $221K.
  • Sowell Financial Services first reported a position in PPD, Inc. Common Stock in Q1 2020 and held it in 1 quarter.
  • Sowell Financial Services's PPD, Inc. Common Stock position peaked at $221K in Q1 2020.
  • 132 funds tracked by Wall St. Rank held PPD, Inc. Common Stock as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.