BMM
STEW

Buffington Mohr McNeal’s SRH Total Return Fund STEW Stock Holding History

Buffington Mohr McNeal’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$185K Hold
10,703
– – 0.04% 111
2024
Q4 		$171K Buy
+10,703
New +$172K 0.03% 133

Other funds holding STEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Buffington Mohr McNeal's STEW Position: Q1 2025 in Review

Buffington Mohr McNeal held its SRH Total Return Fund (STEW) position steady in Q1 2025 at 10,703 shares worth $185K. The position accounts for 0.04% of the portfolio, ranked #111.

Buffington Mohr McNeal first reported a position in STEW in Q4 2024 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold STEW as of Q1 2025.

  • Buffington Mohr McNeal held 10,703 shares of SRH Total Return Fund worth $185K as of Q1 2025.
  • Buffington Mohr McNeal left its SRH Total Return Fund share count unchanged in Q1 2025.
  • SRH Total Return Fund made up 0.04% of Buffington Mohr McNeal's portfolio in Q1 2025, its #111 holding.
  • Buffington Mohr McNeal first reported a position in SRH Total Return Fund in Q4 2024 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.