Vanguard Group’s Southwest Georgia Financial Corporation SGB Stock Holding History

Vanguard Group’s Portfolio SGB Stock Details SGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,980	Closed	-$280K	–	4154
2019 Q4	$280K	Sell	7,980 -5,731	-42%	-$135K	﹤0.01%	3893
2019 Q3	$275K	Sell	13,711 -479	-3%	-$9.65K	﹤0.01%	3913
2019 Q2	$296K	Sell	14,190 -439	-3%	-$9.01K	﹤0.01%	3905
2019 Q1	$302K	Buy	14,629 +370	+3%	+$7.68K	﹤0.01%	3855
2018 Q4	$289K	Buy	14,259 +110	+0.8%	+$2.51K	﹤0.01%	3832
2018 Q3	$325K	Buy	14,149 +700	+5%	+$15.9K	﹤0.01%	3926
2018 Q2	$305K	Buy	13,449 +2,725	+25%	+$59.5K	﹤0.01%	3915
2018 Q1	$226K	Buy	10,724 +900	+9%	+$19K	﹤0.01%	3937
2017 Q4	$236K	Buy	+9,824	New	+$204K	﹤0.01%	3903

Other funds holding SGB

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

CCM

Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group's SGB Position: Q1 2020 in Review

Vanguard Group sold out of Southwest Georgia Financial Corporation (SGB) in Q1 2020, closing a stake of 7,980 shares — an estimated $280K sold.

Vanguard Group first reported a position in SGB in Q4 2017 and held it in 9 quarters. The position peaked at $325K in Q3 2018. 13 funds tracked by Wall St. Rank hold SGB as of Q1 2020.

Vanguard Group reported no remaining Southwest Georgia Financial Corporation position as of Q1 2020 after selling out during the quarter.
Vanguard Group sold 7,980 Southwest Georgia Financial Corporation shares in Q1 2020, an estimated $280K.
Vanguard Group first reported a position in Southwest Georgia Financial Corporation in Q4 2017 and held it in 9 quarters.
Vanguard Group's Southwest Georgia Financial Corporation position peaked at $325K in Q3 2018.
13 funds tracked by Wall St. Rank held Southwest Georgia Financial Corporation as of Q1 2020.

Based on Vanguard Group's 13F filing for Q1 2020, filed 15 May 2020.