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

MinichMacGregor 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
2023
Q1 		– Sell
-11
Closed -$470 – 571
2022
Q4 		$470 Buy
+11
New +$461 ﹤0.01% 671

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

MinichMacGregor Wealth Management's STC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Stewart Information Services (STC) in Q1 2023, closing a stake of 11 shares — an estimated $470 sold.

MinichMacGregor Wealth Management first reported a position in STC in Q4 2022 and held it in 1 quarter. The position peaked at $470 in Q4 2022. 192 funds tracked by Wall St. Rank hold STC as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Stewart Information Services position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 11 Stewart Information Services shares in Q1 2023, an estimated $470.
  • MinichMacGregor Wealth Management first reported a position in Stewart Information Services in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Stewart Information Services position peaked at $470 in Q4 2022.
  • 192 funds tracked by Wall St. Rank held Stewart Information Services as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.