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Bartlett & Co’s Worthington Steel WS Stock Holding History

Bartlett & Co’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$30K Buy
+1,012
New +$27.7K ﹤0.01% 796

Other funds holding WS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bartlett & Co's WS Position: Q4 2023 in Review

Bartlett & Co opened a new position in Worthington Steel (WS) in Q4 2023: 1,012 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings.

193 funds tracked by Wall St. Rank hold WS as of Q4 2023.

  • Bartlett & Co held 1,012 shares of Worthington Steel worth $30K as of Q4 2023.
  • Worthington Steel was a new Bartlett & Co position in Q4 2023.
  • Worthington Steel made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #796 holding.
  • 193 funds tracked by Wall St. Rank held Worthington Steel as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.