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O'Shaughnessy Asset Management’s Stewart Information Services STC Stock Holding History

O'Shaughnessy Asset 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
2024
Q3 		– Sell
-18,237
Closed -$1.13M – 2184
2024
Q2 		$1.13M Sell
18,237
-397
-2% -$24.8K 0.01% 802
2024
Q1 		$1.21M Buy
18,634
+683
+4% +$41.6K 0.01% 753
2023
Q4 		$1.05M Buy
17,951
+2,737
+18% +$130K 0.01% 732
2023
Q3 		$666K Buy
+15,214
New +$688K 0.01% 821
2021
Q4 		– Sell
-10
Closed -$1K – 2330
2021
Q3 		$1K Sell
10
-60
-86% -$3.57K ﹤0.01% 2639
2021
Q2 		$4K Buy
+70
New +$4.08K ﹤0.01% 2204
2019
Q1 		– Sell
-5,667
Closed -$235K – 1003
2018
Q4 		$235K Sell
5,667
-850
-13% -$35.7K 0.01% 470
2018
Q3 		$293K Sell
6,517
-544
-8% -$24.4K 0.01% 469
2018
Q2 		$304K Sell
7,061
-396
-5% -$17K 0.01% 439
2018
Q1 		$328K Buy
7,457
+3,151
+73% +$136K 0.01% 415
2017
Q4 		$182K Buy
4,306
+684
+19% +$27K ﹤0.01% 557
2017
Q3 		$137K Sell
3,622
-1,412
-28% -$55.1K ﹤0.01% 578
2017
Q2 		$228K Buy
5,034
+2,604
+107% +$117K 0.01% 497
2017
Q1 		$107K Hold
2,430
– – ﹤0.01% 619
2016
Q4 		$112K Buy
+2,430
New +$109K ﹤0.01% 618
2015
Q2 		– Sell
-646
Closed -$26K – 1077
2015
Q1 		$26K Sell
646
-969
-60% -$36.3K ﹤0.01% 655
2014
Q4 		$60K Sell
1,615
-297
-16% -$10.1K ﹤0.01% 636
2014
Q3 		$56K Sell
1,912
-682
-26% -$21.2K ﹤0.01% 634
2014
Q2 		$80K Sell
2,594
-199
-7% -$6.36K ﹤0.01% 614
2014
Q1 		$98K Sell
2,793
-12,758
-82% -$438K ﹤0.01% 598
2013
Q4 		$501K Sell
15,551
-131,645
-89% -$4.08M 0.01% 417
2013
Q3 		$4.7M Sell
147,196
-70,575
-32% -$2.16M 0.11% 133
2013
Q2 		$5.72M Buy
+217,771
New +$5.92M 0.15% 126

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

O'Shaughnessy Asset Management's STC Position: Q3 2024 in Review

O'Shaughnessy Asset Management sold out of Stewart Information Services (STC) in Q3 2024, closing a stake of 18,237 shares — an estimated $1.13M sold.

O'Shaughnessy Asset Management first reported a position in STC in Q2 2013 and held it in 23 quarters. The position peaked at $5.72M in Q2 2013. 214 funds tracked by Wall St. Rank hold STC as of Q3 2024.

  • O'Shaughnessy Asset Management reported no remaining Stewart Information Services position as of Q3 2024 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 18,237 Stewart Information Services shares in Q3 2024, an estimated $1.13M.
  • O'Shaughnessy Asset Management first reported a position in Stewart Information Services in Q2 2013 and held it in 23 quarters.
  • O'Shaughnessy Asset Management's Stewart Information Services position peaked at $5.72M in Q2 2013.
  • 214 funds tracked by Wall St. Rank held Stewart Information Services as of Q3 2024.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.