Annapolis Financial Services’s Stagwell STGW Stock Holding History

Annapolis Financial Services’s Portfolio STGW Stock Details STGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$17.4K	Hold	2,481	–	–	0.01%	231
2024 Q2	$16.9K	Hold	2,481	–	–	0.01%	232
2024 Q1	$15.4K	Hold	2,481	–	–	0.01%	240
2023 Q4	$16.4K	Hold	2,481	–	–	﹤0.01%	299
2023 Q3	$11.6K	Hold	2,481	–	–	﹤0.01%	329
2023 Q2	$17.9K	Hold	2,481	–	–	0.01%	281
2023 Q1	$18.4K	Hold	2,481	–	–	0.01%	256
2022 Q4	$15.4K	Hold	2,481	–	–	0.01%	264
2022 Q3	$17K	Hold	2,481	–	–	0.01%	279
2022 Q2	$13K	Hold	2,481	–	–	﹤0.01%	276
2022 Q1	$18K	Hold	2,481	–	–	0.01%	267
2021 Q4	$22K	Hold	2,481	–	–	0.01%	252
2021 Q3	$19K	Hold	2,481	–	–	0.01%	241
2021 Q2	$15K	Hold	2,481	–	–	0.01%	243
2021 Q1	$8K	Hold	2,481	–	–	﹤0.01%	276
2020 Q4	$6K	Buy	+2,481	New	+$5.54K	﹤0.01%	290

Other funds holding STGW

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Annapolis Financial Services's STGW Position: Q3 2024 in Review

Annapolis Financial Services held its Stagwell (STGW) position steady in Q3 2024 at 2,481 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #231.

Annapolis Financial Services first reported a position in STGW in Q4 2020 and has held it in 16 quarters since. The position peaked at $22K in Q4 2021. 145 funds tracked by Wall St. Rank hold STGW as of Q3 2024.

Annapolis Financial Services held 2,481 shares of Stagwell worth $17.4K as of Q3 2024.
Annapolis Financial Services left its Stagwell share count unchanged in Q3 2024.
Stagwell made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #231 holding.
Annapolis Financial Services first reported a position in Stagwell in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's Stagwell position peaked at $22K in Q4 2021.
145 funds tracked by Wall St. Rank held Stagwell as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.