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Sowell Financial Services’s Selective Insurance SIGI Stock Holding History

Sowell Financial Services’s Portfolio SIGI Stock Details SIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-45
Closed -$2K – 2844
2020
Q3 		$2K Hold
45
– – ﹤0.01% 2267
2020
Q2 		$2K Sell
45
-80
-64% -$4.05K ﹤0.01% 2200
2020
Q1 		$6K Buy
125
+80
+178% +$4.87K ﹤0.01% 1782
2019
Q4 		$3K Hold
45
– – ﹤0.01% 2101
2019
Q3 		$3K Buy
+45
New +$3.47K ﹤0.01% 1977

Other funds holding SIGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sowell Financial Services's SIGI Position: Q4 2020 in Review

Sowell Financial Services sold out of Selective Insurance (SIGI) in Q4 2020, closing a stake of 45 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in SIGI in Q3 2019 and held it in 5 quarters. The position peaked at $6K in Q1 2020. 240 funds tracked by Wall St. Rank hold SIGI as of Q4 2020.

  • Sowell Financial Services reported no remaining Selective Insurance position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 45 Selective Insurance shares in Q4 2020, an estimated $2K.
  • Sowell Financial Services first reported a position in Selective Insurance in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Selective Insurance position peaked at $6K in Q1 2020.
  • 240 funds tracked by Wall St. Rank held Selective Insurance as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.