Heritage Wealth Management (Arizona)’s Steven Madden SHOO Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SHOO Stock Details SHOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$6.14K	Buy	192 +96	+100%	+$3K	﹤0.01%	850
2022 Q3	$3K	Hold	96	–	–	﹤0.01%	844
2022 Q2	$3.09K	Hold	96	–	–	﹤0.01%	834
2022 Q1	$4K	Buy	+96	New	+$3.97K	﹤0.01%	834
2021 Q3	$4K	Hold	96	–	–	﹤0.01%	764
2021 Q2	$4K	Buy	+96	New	+$3.96K	﹤0.01%	790

Other funds holding SHOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SHOO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Steven Madden (SHOO) stake by 100% in Q4 2022, buying an estimated $3K and bringing the position to 192 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Heritage Wealth Management (Arizona) first reported a position in SHOO in Q2 2021 and has held it in 6 quarters since. 229 funds tracked by Wall St. Rank hold SHOO as of Q4 2022.

Heritage Wealth Management (Arizona) held 192 shares of Steven Madden worth $6.14K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 96 Steven Madden shares in Q4 2022, an estimated $3K.
Steven Madden made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #850 holding.
Heritage Wealth Management (Arizona) first reported a position in Steven Madden in Q2 2021 and has held it in 6 quarters since.
229 funds tracked by Wall St. Rank held Steven Madden as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.