Envestnet Asset Management’s Stewart Information Services STC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.34M | Sell |
102,930
-7,373
| -7% | -$491K | ﹤0.01% | 2149 |
|
|
2025
Q4 | $7.75M | Sell |
110,303
-3,469
| -3% | -$250K | ﹤0.01% | 1872 |
|
|
2025
Q3 | $8.34M | Sell |
113,772
-4,355
| -4% | -$300K | ﹤0.01% | 1880 |
|
|
2025
Q2 | $7.69M | Buy |
118,127
+9,622
| +9% | +$618K | ﹤0.01% | 1911 |
|
|
2025
Q1 | $7.74M | Sell |
108,505
-1,379
| -1% | -$93.3K | ﹤0.01% | 1835 |
|
|
2024
Q4 | $7.42M | Buy |
109,884
+1,899
| +2% | +$136K | ﹤0.01% | 1841 |
|
|
2024
Q3 | $8.07M | Sell |
107,985
-6,948
| -6% | -$491K | ﹤0.01% | 1786 |
|
|
2024
Q2 | $7.14M | Buy |
114,933
+1,336
| +1% | +$83.4K | ﹤0.01% | 1775 |
|
|
2024
Q1 | $7.39M | Buy |
113,597
+15,306
| +16% | +$932K | ﹤0.01% | 1718 |
|
|
2023
Q4 | $5.77M | Buy |
98,291
+7,484
| +8% | +$355K | ﹤0.01% | 1796 |
|
|
2023
Q3 | $3.98M | Buy |
90,807
+53,998
| +147% | +$2.44M | ﹤0.01% | 1954 |
|
|
2023
Q2 | $1.51M | Buy |
36,809
+208
| +0.6% | +$8.79K | ﹤0.01% | 2464 |
|
|
2023
Q1 | $1.48M | Buy |
36,601
+4,605
| +14% | +$202K | ﹤0.01% | 2396 |
|
|
2022
Q4 | $1.37M | Buy |
31,996
+4,027
| +14% | +$169K | ﹤0.01% | 2415 |
|
|
2022
Q3 | $1.22M | Sell |
27,969
-509
| -2% | -$26K | ﹤0.01% | 2400 |
|
|
2022
Q2 | $1.42M | Buy |
28,478
+3,388
| +14% | +$182K | ﹤0.01% | 2339 |
|
|
2022
Q1 | $1.52M | Buy |
25,090
+1,310
| +6% | +$91K | ﹤0.01% | 2371 |
|
|
2021
Q4 | $1.9M | Sell |
23,780
-526
| -2% | -$38.6K | ﹤0.01% | 2223 |
|
|
2021
Q3 | $1.54M | Buy |
24,306
+326
| +1% | +$19.4K | ﹤0.01% | 2266 |
|
|
2021
Q2 | $1.36M | Buy |
23,980
+1,022
| +4% | +$59.6K | ﹤0.01% | 2331 |
|
|
2021
Q1 | $1.2M | Sell |
22,958
-829
| -3% | -$42.1K | ﹤0.01% | 2268 |
|
|
2020
Q4 | $1.15M | Buy |
23,787
+1,588
| +7% | +$72.4K | ﹤0.01% | 2115 |
|
|
2020
Q3 | $971K | Buy |
+22,199
| New | +$897K | ﹤0.01% | 2031 |
|
|
2016
Q4 | – | Sell |
-2,499
| Closed | -$111K | – | 3317 |
|
|
2016
Q3 | $111K | Hold |
2,499
| – | – | ﹤0.01% | 2262 |
|
|
2016
Q2 | $103K | Sell |
2,499
-307
| -11% | -$11.3K | ﹤0.01% | 2425 |
|
|
2016
Q1 | $102K | Sell |
2,806
-3,097
| -52% | -$105K | ﹤0.01% | 2391 |
|
|
2015
Q4 | $220K | Sell |
5,903
-1,338
| -18% | -$54.6K | ﹤0.01% | 1982 |
|
|
2015
Q3 | $296K | Sell |
7,241
-677
| -9% | -$26.9K | ﹤0.01% | 1842 |
|
|
2015
Q2 | $315K | Sell |
7,918
-1,911
| -19% | -$73.1K | ﹤0.01% | 1925 |
|
|
2015
Q1 | $399K | Buy |
9,829
+6,215
| +172% | +$233K | ﹤0.01% | 1651 |
|
|
2014
Q4 | $134K | Buy |
3,614
+171
| +5% | +$5.79K | ﹤0.01% | 1097 |
|
|
2014
Q3 | $101K | Buy |
3,443
+2,341
| +212% | +$72.8K | ﹤0.01% | 1290 |
|
|
2014
Q2 | $34K | Buy |
1,102
+1,075
| +3,981% | +$34.3K | ﹤0.01% | 1582 |
|
|
2014
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 2452 |
|
|
2013
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 2370 |
|
|
2013
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 2314 |
|
|
2013
Q2 | $1K | Buy |
+27
| New | +$734 | ﹤0.01% | 2240 |
|
Other funds holding STC
VCM
