Citadel Advisors
STEW

Citadel Advisors’s SRH Total Return Fund STEW Stock Holding History

Citadel Advisors’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
2026
Q1 		$173K Sell
10,124
-3,932
-28% -$69.9K ﹤0.01% 11558
2025
Q4 		$261K Buy
+14,056
New +$253K ﹤0.01% 10442
2021
Q4 		– Sell
-11,574
Closed -$152K – 14851
2021
Q3 		$152K Buy
+11,574
New +$158K ﹤0.01% 12366
2018
Q3 		– Sell
-27,352
Closed -$281K – 9754
2018
Q2 		$281K Buy
+27,352
New +$293K ﹤0.01% 7320

Other funds holding STEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $1.8B AUM 59.56% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $206M AUM 29.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return