Sowell Financial Services’s Winmark WINA Stock Holding History

Sowell Financial Services’s Portfolio WINA Stock Details WINA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4	Closed	-$1K	–	2699
2020 Q1	$1K	Hold	4	–	–	﹤0.01%	2338
2019 Q4	$1K	Hold	4	–	–	﹤0.01%	2444
2019 Q3	$1K	Buy	+4	New	+$675	﹤0.01%	2323

Other funds holding WINA

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

T. Rowe Price Associates

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

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.24B AUM 31.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

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