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Liberty Wealth Management’s Stewart Information Services STC Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-240
Closed -$17K – 981
2021
Q3 		$17K Buy
240
+120
+100% +$7.14K 0.01% 697
2021
Q2 		$7K Sell
120
-1
-0.8% -$58 ﹤0.01% 736
2021
Q1 		$5K Hold
121
– – ﹤0.01% 707
2020
Q4 		$5K Buy
121
+7
+6% +$319 ﹤0.01% 702
2020
Q3 		$5K Buy
+114
New +$4.61K ﹤0.01% 635

Other funds holding STC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Liberty Wealth Management's STC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Stewart Information Services (STC) in Q4 2021, closing a stake of 240 shares — an estimated $17K sold.

Liberty Wealth Management first reported a position in STC in Q3 2020 and held it in 5 quarters. The position peaked at $17K in Q3 2021. 235 funds tracked by Wall St. Rank hold STC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Stewart Information Services position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 240 Stewart Information Services shares in Q4 2021, an estimated $17K.
  • Liberty Wealth Management first reported a position in Stewart Information Services in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Stewart Information Services position peaked at $17K in Q3 2021.
  • 235 funds tracked by Wall St. Rank held Stewart Information Services as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.