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Glassman Wealth Services’s Stewart Information Services STC Stock Holding History

Glassman Wealth Services’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-23
Closed -$1.35K – 1595
2023
Q4 		$1.35K Hold
23
– – ﹤0.01% 1457
2023
Q3 		$1.01K Hold
23
– – ﹤0.01% 1547
2023
Q2 		$946 Hold
23
– – ﹤0.01% 1458
2023
Q1 		$928 Hold
23
– – ﹤0.01% 1459
2022
Q4 		$983 Buy
+23
New +$963 ﹤0.01% 1431

Other funds holding STC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Glassman Wealth Services's STC Position: Q1 2024 in Review

Glassman Wealth Services sold out of Stewart Information Services (STC) in Q1 2024, closing a stake of 23 shares — an estimated $1.35K sold.

Glassman Wealth Services first reported a position in STC in Q4 2022 and held it in 5 quarters. The position peaked at $1.35K in Q4 2023. 211 funds tracked by Wall St. Rank hold STC as of Q1 2024.

  • Glassman Wealth Services reported no remaining Stewart Information Services position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 23 Stewart Information Services shares in Q1 2024, an estimated $1.35K.
  • Glassman Wealth Services first reported a position in Stewart Information Services in Q4 2022 and held it in 5 quarters.
  • Glassman Wealth Services's Stewart Information Services position peaked at $1.35K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Stewart Information Services as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.