Caldwell Sutter Capital’s Stagwell STGW Stock Holding History

Caldwell Sutter Capital’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
2026 Q1	$328K	Sell	52,200 -1,500	-3%	-$8.39K	0.13%	158
2025 Q4	$263K	Hold	53,700	–	–	0.11%	177
2025 Q3	$302K	Hold	53,700	–	–	0.13%	160
2025 Q2	$242K	Hold	53,700	–	–	0.11%	174
2025 Q1	$325K	Hold	53,700	–	–	0.15%	147
2024 Q4	$353K	Sell	53,700 -4,000	-7%	-$28.5K	0.16%	135
2024 Q3	$405K	Sell	57,700 -1,500	-3%	-$10.3K	0.19%	127
2024 Q2	$404K	Sell	59,200 -3,000	-5%	-$19.3K	0.2%	125
2024 Q1	$387K	Sell	62,200 -7,000	-10%	-$43.8K	0.19%	130
2023 Q4	$459K	Sell	69,200 -1,700	-2%	-$8.47K	0.23%	106
2023 Q3	$333K	Hold	70,900	–	–	0.18%	129
2023 Q2	$511K	Hold	70,900	–	–	0.27%	91
2023 Q1	$526K	Sell	70,900 -2,500	-3%	-$17.5K	0.38%	66
2022 Q4	$456K	Buy	+73,400	New	+$529K	0.4%	61

Other funds holding STGW

Hotchkis & Wiley Capital Management

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ADW Capital Management Miami Beach, Florida $229M AUM 11.22% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return