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Sowell Financial Services’s Hanover Insurance THG Stock Holding History

Sowell Financial Services’s Portfolio THG Stock Details THG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,787
Closed -$393K – 2496
2021
Q1 		$393K Buy
2,787
+218
+8% +$26.3K 0.01% 735
2020
Q4 		$300K Buy
2,569
+397
+18% +$42.8K 0.01% 696
2020
Q3 		$202K Sell
2,172
-38
-2% -$3.77K 0.01% 724
2020
Q2 		$224K Sell
2,210
-318
-13% -$31.2K 0.01% 681
2020
Q1 		$229K Buy
2,528
+843
+50% +$104K 0.02% 614
2019
Q4 		$230K Buy
1,685
+302
+22% +$40.6K 0.02% 665
2019
Q3 		$188K Buy
+1,383
New +$182K 0.02% 666

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Franklin Resources
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T. Rowe Price Associates
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sowell Financial Services's THG Position: Q2 2021 in Review

Sowell Financial Services sold out of Hanover Insurance (THG) in Q2 2021, closing a stake of 2,787 shares — an estimated $393K sold.

Sowell Financial Services first reported a position in THG in Q3 2019 and held it in 7 quarters. The position peaked at $393K in Q1 2021. 327 funds tracked by Wall St. Rank hold THG as of Q2 2021.

  • Sowell Financial Services reported no remaining Hanover Insurance position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,787 Hanover Insurance shares in Q2 2021, an estimated $393K.
  • Sowell Financial Services first reported a position in Hanover Insurance in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Hanover Insurance position peaked at $393K in Q1 2021.
  • 327 funds tracked by Wall St. Rank held Hanover Insurance as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.