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Steward Financial Group’s Aecom ACM Stock Holding History

Steward Financial Group’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$28K Buy
338
+23
+7% +$1.98K 0.01% 206
2023
Q2 		$26K Sell
315
-120
-28% -$9.84K 0.01% 207
2023
Q1 		$36K Sell
435
-19
-4% -$1.64K 0.01% 106
2022
Q4 		$38K Buy
+454
New +$35.7K 0.02% 84
2022
Q3 		– Sell
-508
Closed -$33K – 66
2022
Q2 		$33K Buy
508
+54
+12% +$3.78K 0.03% 127
2022
Q1 		$34K Buy
+454
New +$33.3K 0.03% 112

Other funds holding ACM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Steward Financial Group increased its Aecom (ACM) stake by 7.3% in Q3 2023, buying an estimated $1.98K and bringing the position to 338 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #206.

Steward Financial Group first reported a position in ACM in Q1 2022 and has held it in 6 quarters since. The position peaked at $38K in Q4 2022. 455 funds tracked by Wall St. Rank hold ACM as of Q3 2023.

  • Steward Financial Group held 338 shares of Aecom worth $28K as of Q3 2023.
  • Steward Financial Group bought 23 Aecom shares in Q3 2023, an estimated $1.98K.
  • Aecom made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #206 holding.
  • Steward Financial Group first reported a position in Aecom in Q1 2022 and has held it in 6 quarters since.
  • Steward Financial Group's Aecom position peaked at $38K in Q4 2022.
  • 455 funds tracked by Wall St. Rank held Aecom as of Q3 2023.

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