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GoalVest Advisory’s Stewart Information Services STC Stock Holding History

GoalVest Advisory’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
2023
Q4 		– Sell
-108
Closed -$4.73K – 479
2023
Q3 		$4.73K Buy
108
+4
+4% +$181 ﹤0.01% 348
2023
Q2 		$4.28K Buy
+104
New +$4.4K ﹤0.01% 313

Other funds holding STC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GoalVest Advisory's STC Position: Q4 2023 in Review

GoalVest Advisory sold out of Stewart Information Services (STC) in Q4 2023, closing a stake of 108 shares — an estimated $4.73K sold.

GoalVest Advisory first reported a position in STC in Q2 2023 and held it in 2 quarters. The position peaked at $4.73K in Q3 2023. 200 funds tracked by Wall St. Rank hold STC as of Q4 2023.

  • GoalVest Advisory reported no remaining Stewart Information Services position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 108 Stewart Information Services shares in Q4 2023, an estimated $4.73K.
  • GoalVest Advisory first reported a position in Stewart Information Services in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's Stewart Information Services position peaked at $4.73K in Q3 2023.
  • 200 funds tracked by Wall St. Rank held Stewart Information Services as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.