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Sowell Financial Services’s Urban Outfitters URBN Stock Holding History

Sowell Financial Services’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-64
Closed -$2K – 2694
2019
Q4 		$2K Buy
64
+25
+64% +$695 ﹤0.01% 2251
2019
Q3 		$1K Buy
+39
New +$910 ﹤0.01% 2314

Other funds holding URBN

SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's URBN Position: Q1 2020 in Review

Sowell Financial Services sold out of Urban Outfitters (URBN) in Q1 2020, closing a stake of 64 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in URBN in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 213 funds tracked by Wall St. Rank hold URBN as of Q1 2020.

  • Sowell Financial Services reported no remaining Urban Outfitters position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 64 Urban Outfitters shares in Q1 2020, an estimated $2K.
  • Sowell Financial Services first reported a position in Urban Outfitters in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Urban Outfitters position peaked at $2K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Urban Outfitters as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.