PFO
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Pathstone Family Office’s MYR Group MYRG Stock Holding History

Pathstone Family Office’s Portfolio MYRG Stock Details MYRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$744K Buy
+5,520
New +$781K 0.01% 839
2023
Q1 		– Sell
-2,538
Closed -$234K – 1400
2022
Q4 		$234K Buy
2,538
+46
+2% +$4.17K ﹤0.01% 1325
2022
Q3 		$212K Buy
+2,492
New +$228K ﹤0.01% 1327

Other funds holding MYRG

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pathstone Family Office's MYRG Position: Q3 2023 in Review

Pathstone Family Office opened a new position in MYR Group (MYRG) in Q3 2023: 5,520 shares worth $744K. The stake represents 0.01% of the portfolio and ranks #839 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in MYRG as recently as Q4 2022.

Pathstone Family Office first reported a position in MYRG in Q3 2022 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold MYRG as of Q3 2023.

  • Pathstone Family Office held 5,520 shares of MYR Group worth $744K as of Q3 2023.
  • MYR Group was a new Pathstone Family Office position in Q3 2023.
  • MYR Group made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #839 holding.
  • Pathstone Family Office first reported a position in MYR Group in Q3 2022 and has held it in 3 quarters since.
  • 261 funds tracked by Wall St. Rank held MYR Group as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.