VFA
SAFM

Valeo Financial Advisors’s Sanderson Farms Inc SAFM Stock Holding History

Valeo Financial Advisors’s Portfolio SAFM Stock Details SAFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-80
Closed -$9K – 2248
2020
Q2 		$9K Hold
80
– – ﹤0.01% 1338
2020
Q1 		$10K Buy
+80
New +$11.1K ﹤0.01% 1112

Other funds holding SAFM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCM
Durational Capital Management New York $131M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valeo Financial Advisors's SAFM Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Sanderson Farms Inc (SAFM) in Q3 2020, closing a stake of 80 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in SAFM in Q1 2020 and held it in 2 quarters. The position peaked at $10K in Q1 2020. 229 funds tracked by Wall St. Rank hold SAFM as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Sanderson Farms Inc position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 80 Sanderson Farms Inc shares in Q3 2020, an estimated $9K.
  • Valeo Financial Advisors first reported a position in Sanderson Farms Inc in Q1 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Sanderson Farms Inc position peaked at $10K in Q1 2020.
  • 229 funds tracked by Wall St. Rank held Sanderson Farms Inc as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.