SFS
SRG

Sowell Financial Services’s Seritage Growth Properties SRG Stock Holding History

Sowell Financial Services’s Portfolio SRG Stock Details SRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-626
Closed -$7K – 2699
2020
Q2 		$7K Buy
+626
New +$6.3K ﹤0.01% 1809

Other funds holding SRG

DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's SRG Position: Q3 2020 in Review

Sowell Financial Services sold out of Seritage Growth Properties (SRG) in Q3 2020, closing a stake of 626 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in SRG in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 101 funds tracked by Wall St. Rank hold SRG as of Q3 2020.

  • Sowell Financial Services reported no remaining Seritage Growth Properties position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 626 Seritage Growth Properties shares in Q3 2020, an estimated $7K.
  • Sowell Financial Services first reported a position in Seritage Growth Properties in Q2 2020 and held it in 1 quarter.
  • Sowell Financial Services's Seritage Growth Properties position peaked at $7K in Q2 2020.
  • 101 funds tracked by Wall St. Rank held Seritage Growth Properties as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.