SFS
SGC icon

Sowell Financial Services’s Superior Group of Companies SGC Stock Holding History

Sowell Financial Services’s Portfolio SGC Stock Details SGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-27
Closed – – 2644
2020
Q1 		$0 Hold
27
– – ﹤0.01% 2662
2019
Q4 		$0 Hold
27
– – ﹤0.01% 2643
2019
Q3 		$0 Buy
+27
New +$421 ﹤0.01% 2449

Other funds holding SGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sowell Financial Services sold out of Superior Group of Companies (SGC) in Q2 2020, closing a stake of 27 shares.

Sowell Financial Services first reported a position in SGC in Q3 2019 and held it in 3 quarters. The position peaked at $0 in Q1 2020. 56 funds tracked by Wall St. Rank hold SGC as of Q2 2020.

  • Sowell Financial Services reported no remaining Superior Group of Companies position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 27 Superior Group of Companies shares in Q2 2020.
  • Sowell Financial Services first reported a position in Superior Group of Companies in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Superior Group of Companies position peaked at $0 in Q1 2020.
  • 56 funds tracked by Wall St. Rank held Superior Group of Companies as of Q2 2020.

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