Wellington Management Group’s Superior Group of Companies SGC Stock Holding History

Wellington Management Group’s Portfolio SGC Stock Details SGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-70,700	Closed	-$1.25M	–	2138
2022 Q2	$1.25M	Hold	70,700	–	–	﹤0.01%	1633
2022 Q1	$1.26M	Buy	+70,700	New	+$1.4M	﹤0.01%	1696
2020 Q4	–	Sell	-82,200	Closed	-$1.91M	–	2004
2020 Q3	$1.91M	Buy	82,200 +65,444	+391%	+$1.28M	﹤0.01%	1417
2020 Q2	$225K	Buy	+16,756	New	+$159K	﹤0.01%	1794
2018 Q4	–	Sell	-176,900	Closed	-$3.37M	–	2180
2018 Q3	$3.37M	Hold	176,900	–	–	﹤0.01%	1572
2018 Q2	$3.66M	Hold	176,900	–	–	﹤0.01%	1578
2018 Q1	$4.65M	Hold	176,900	–	–	﹤0.01%	1506
2017 Q4	$4.72M	Hold	176,900	–	–	﹤0.01%	1493
2017 Q3	$4.05M	Hold	176,900	–	–	﹤0.01%	1535
2017 Q2	$3.95M	Buy	176,900 +129,400	+272%	+$2.52M	﹤0.01%	1496
2017 Q1	$884K	Buy	+47,500	New	+$831K	﹤0.01%	1951

Other funds holding SGC

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

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wellington Management Group's SGC Position: Q3 2022 in Review

Wellington Management Group sold out of Superior Group of Companies (SGC) in Q3 2022, closing a stake of 70,700 shares — an estimated $1.25M sold.

Wellington Management Group first reported a position in SGC in Q1 2017 and held it in 11 quarters. The position peaked at $4.72M in Q4 2017. 62 funds tracked by Wall St. Rank hold SGC as of Q3 2022.

Wellington Management Group reported no remaining Superior Group of Companies position as of Q3 2022 after selling out during the quarter.
Wellington Management Group sold 70,700 Superior Group of Companies shares in Q3 2022, an estimated $1.25M.
Wellington Management Group first reported a position in Superior Group of Companies in Q1 2017 and held it in 11 quarters.
Wellington Management Group's Superior Group of Companies position peaked at $4.72M in Q4 2017.
62 funds tracked by Wall St. Rank held Superior Group of Companies as of Q3 2022.

Based on Wellington Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.