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Disciplined Investments’s Stagwell STGW Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-6
Closed -$43 – 1353
2023
Q2 		$43 Buy
6
+2
+50% +$13 ﹤0.01% 1666
2023
Q1 		$30 Buy
+4
New +$28 ﹤0.01% 1662

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's STGW Position: Q3 2023 in Review

Disciplined Investments sold out of Stagwell (STGW) in Q3 2023, closing a stake of 6 shares — an estimated $43 sold.

Disciplined Investments first reported a position in STGW in Q1 2023 and held it in 2 quarters. The position peaked at $43 in Q2 2023. 139 funds tracked by Wall St. Rank hold STGW as of Q3 2023.

  • Disciplined Investments reported no remaining Stagwell position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 6 Stagwell shares in Q3 2023, an estimated $43.
  • Disciplined Investments first reported a position in Stagwell in Q1 2023 and held it in 2 quarters.
  • Disciplined Investments's Stagwell position peaked at $43 in Q2 2023.
  • 139 funds tracked by Wall St. Rank held Stagwell as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.