WWP
SGI

WR Wealth Planners’s Somnigroup International SGI Stock Holding History

WR Wealth Planners’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-38
Closed -$2.08K – 1197
2024
Q3 		$2.08K Hold
38
– – ﹤0.01% 900
2024
Q2 		$1.8K Hold
38
– – ﹤0.01% 906
2024
Q1 		$2.16K Buy
+38
New +$1.98K ﹤0.01% 865
2023
Q4 		– Sell
-38
Closed -$1.65K – 895
2023
Q3 		$1.65K Hold
38
– – ﹤0.01% 796
2023
Q2 		$1.52K Hold
38
– – ﹤0.01% 799
2023
Q1 		$1.5K Buy
+38
New +$1.51K ﹤0.01% 810

Other funds holding SGI

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

WR Wealth Planners's SGI Position: Q4 2024 in Review

WR Wealth Planners sold out of Somnigroup International (SGI) in Q4 2024, closing a stake of 38 shares — an estimated $2.08K sold.

WR Wealth Planners first reported a position in SGI in Q1 2023 and held it in 6 quarters. The position peaked at $2.16K in Q1 2024. 399 funds tracked by Wall St. Rank hold SGI as of Q4 2024.

  • WR Wealth Planners reported no remaining Somnigroup International position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 38 Somnigroup International shares in Q4 2024, an estimated $2.08K.
  • WR Wealth Planners first reported a position in Somnigroup International in Q1 2023 and held it in 6 quarters.
  • WR Wealth Planners's Somnigroup International position peaked at $2.16K in Q1 2024.
  • 399 funds tracked by Wall St. Rank held Somnigroup International as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.