Bailard’s Stagwell STGW Stock Holding History

Bailard’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 Q4	–	Sell	-41,100	Closed	-$289K	–	826
2024 Q3	$289K	Buy	+41,100	New	+$282K	0.01%	591

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

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

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

CAM

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

Bailard's STGW Position: Q4 2024 in Review

Bailard sold out of Stagwell (STGW) in Q4 2024, closing a stake of 41,100 shares — an estimated $289K sold.

Bailard first reported a position in STGW in Q3 2024 and held it in 1 quarter. The position peaked at $289K in Q3 2024. 159 funds tracked by Wall St. Rank hold STGW as of Q4 2024.

Bailard reported no remaining Stagwell position as of Q4 2024 after selling out during the quarter.
Bailard sold 41,100 Stagwell shares in Q4 2024, an estimated $289K.
Bailard first reported a position in Stagwell in Q3 2024 and held it in 1 quarter.
Bailard's Stagwell position peaked at $289K in Q3 2024.
159 funds tracked by Wall St. Rank held Stagwell as of Q4 2024.

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