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	–	2500
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

Other funds holding THG

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return