SFS
SGI

Sowell Financial Services’s Somnigroup International SGI Stock Holding History

Sowell Financial Services’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,181
Closed -$438K – 565
2021
Q2 		$438K Buy
11,181
+6,368
+132% +$244K 0.03% 440
2021
Q1 		$186K Buy
4,813
+3,933
+447% +$127K 0.01% 1090
2020
Q4 		$24K Hold
880
– – ﹤0.01% 1666
2020
Q3 		$20K Hold
880
– – ﹤0.01% 1569
2020
Q2 		$16K Hold
880
– – ﹤0.01% 1539
2020
Q1 		$10K Hold
880
– – ﹤0.01% 1616
2019
Q4 		$19K Hold
880
– – ﹤0.01% 1463
2019
Q3 		$17K Buy
+880
New +$16.9K ﹤0.01% 1352

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $266M AUM 6.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return