SFG
AAMI

Steward Financial Group’s Acadian Asset Management AAMI Stock Holding History

Steward Financial Group’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+20
New +$413 ﹤0.01% 1600
2023
Q2 		– Sell
-20
Closed – – 1040
2023
Q1 		$0 Buy
+20
New +$471 ﹤0.01% 940

Other funds holding AAMI

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Steward Financial Group's AAMI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Acadian Asset Management (AAMI) in Q3 2023: 20 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1600 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AAMI as recently as Q1 2023.

Steward Financial Group first reported a position in AAMI in Q1 2023 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold AAMI as of Q3 2023.

  • Steward Financial Group held 20 shares of Acadian Asset Management worth $0 as of Q3 2023.
  • Acadian Asset Management was a new Steward Financial Group position in Q3 2023.
  • Acadian Asset Management made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1600 holding.
  • Steward Financial Group first reported a position in Acadian Asset Management in Q1 2023 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held Acadian Asset Management as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.