SFS
TAYD icon

Sowell Financial Services’s Taylor Devices TAYD Stock Holding History

Sowell Financial Services’s Portfolio TAYD Stock Details TAYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-36,165
Closed -$1.8M – 599
2024
Q3 		$1.8M Sell
36,165
-12,303
-25% -$635K 0.08% 256
2024
Q2 		$2.18M Sell
48,468
-1,832
-4% -$88.8K 0.1% 200
2024
Q1 		$2.5M Buy
+50,300
New +$1.76M 0.12% 184

Other funds holding TAYD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's TAYD Position: Q4 2024 in Review

Sowell Financial Services sold out of Taylor Devices (TAYD) in Q4 2024, closing a stake of 36,165 shares — an estimated $1.8M sold.

Sowell Financial Services first reported a position in TAYD in Q1 2024 and held it in 3 quarters. The position peaked at $2.5M in Q1 2024. 53 funds tracked by Wall St. Rank hold TAYD as of Q4 2024.

  • Sowell Financial Services reported no remaining Taylor Devices position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 36,165 Taylor Devices shares in Q4 2024, an estimated $1.8M.
  • Sowell Financial Services first reported a position in Taylor Devices in Q1 2024 and held it in 3 quarters.
  • Sowell Financial Services's Taylor Devices position peaked at $2.5M in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Taylor Devices as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.