SFS
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Sowell Financial Services’s Unisys UIS Stock Holding History

Sowell Financial Services’s Portfolio UIS Stock Details UIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-614
Closed -$15K – 2593
2021
Q1 		$15K Sell
614
-551
-47% -$13.6K ﹤0.01% 2174
2020
Q4 		$23K Buy
1,165
+12
+1% +$173 ﹤0.01% 1683
2020
Q3 		$12K Buy
1,153
+362
+46% +$4.16K ﹤0.01% 1763
2020
Q2 		$9K Buy
791
+102
+15% +$1.18K ﹤0.01% 1743
2020
Q1 		$9K Buy
689
+178
+35% +$2.28K ﹤0.01% 1652
2019
Q4 		$6K Sell
511
-6
-1% -$60 ﹤0.01% 1869
2019
Q3 		$4K Buy
+517
New +$4.6K ﹤0.01% 1878

Other funds holding UIS

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return