Steward Financial Group’s Agiliti Inc AGTI Stock Holding History

Steward Financial Group’s Portfolio AGTI Stock Details AGTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11	Closed	–	–	1067
2023 Q1	$0	Buy	11 +9	+450%	+$155	﹤0.01%	954
2022 Q4	$0	Buy	+2	New	+$33	﹤0.01%	872

Other funds holding AGTI

THLTP

Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Steward Financial Group's AGTI Position: Q2 2023 in Review

Steward Financial Group sold out of Agiliti Inc (AGTI) in Q2 2023, closing a stake of 11 shares.

Steward Financial Group first reported a position in AGTI in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 105 funds tracked by Wall St. Rank hold AGTI as of Q2 2023.

Steward Financial Group reported no remaining Agiliti Inc position as of Q2 2023 after selling out during the quarter.
Steward Financial Group sold 11 Agiliti Inc shares in Q2 2023.
Steward Financial Group first reported a position in Agiliti Inc in Q4 2022 and held it in 2 quarters.
Steward Financial Group's Agiliti Inc position peaked at $0 in Q1 2023.
105 funds tracked by Wall St. Rank held Agiliti Inc as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.