SFS
THS

Sowell Financial Services’s Treehouse Foods THS Stock Holding History

Sowell Financial Services’s Portfolio THS Stock Details THS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,384
Closed -$115K – 2500
2021
Q1 		$115K Buy
2,384
+1,347
+130% +$63.7K ﹤0.01% 1309
2020
Q4 		$44K Buy
1,037
+1,011
+3,888% +$41.1K ﹤0.01% 1447
2020
Q3 		$1K Hold
26
– – ﹤0.01% 2433
2020
Q2 		$1K Hold
26
– – ﹤0.01% 2375
2020
Q1 		$1K Sell
26
-101
-80% -$4.35K ﹤0.01% 2326
2019
Q4 		$6K Hold
127
– – ﹤0.01% 1863
2019
Q3 		$7K Buy
+127
New +$6.96K ﹤0.01% 1653

Other funds holding THS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
JP
Jana Partners New York $1.34B AUM 4.95% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Sowell Financial Services sold out of Treehouse Foods (THS) in Q2 2021, closing a stake of 2,384 shares — an estimated $115K sold.

Sowell Financial Services first reported a position in THS in Q3 2019 and held it in 7 quarters. The position peaked at $115K in Q1 2021. 234 funds tracked by Wall St. Rank hold THS as of Q2 2021.

  • Sowell Financial Services reported no remaining Treehouse Foods position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,384 Treehouse Foods shares in Q2 2021, an estimated $115K.
  • Sowell Financial Services first reported a position in Treehouse Foods in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Treehouse Foods position peaked at $115K in Q1 2021.
  • 234 funds tracked by Wall St. Rank held Treehouse Foods as of Q2 2021.

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