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Bartlett & Co Wealth Management’s Stewart Information Services STC Stock Holding History

Bartlett & Co Wealth Management’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-33
Closed -$1.44K – 1186
2022
Q3 		$1.44K Sell
33
-53
-62% -$2.71K ﹤0.01% 1089
2022
Q2 		$4.28K Buy
+86
New +$4.61K ﹤0.01% 1052

Other funds holding STC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bartlett & Co Wealth Management's STC Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Stewart Information Services (STC) in Q4 2022, closing a stake of 33 shares — an estimated $1.44K sold.

Bartlett & Co Wealth Management first reported a position in STC in Q2 2022 and held it in 2 quarters. The position peaked at $4.28K in Q2 2022. 205 funds tracked by Wall St. Rank hold STC as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Stewart Information Services position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 33 Stewart Information Services shares in Q4 2022, an estimated $1.44K.
  • Bartlett & Co Wealth Management first reported a position in Stewart Information Services in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Stewart Information Services position peaked at $4.28K in Q2 2022.
  • 205 funds tracked by Wall St. Rank held Stewart Information Services as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.