Steward Financial Group’s Albany International AIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1K	Buy	+21	New	+$1.91K	﹤0.01%	1083
2023 Q2	–	Sell	-26	Closed	-$2K	–	421
2023 Q1	$2K	Buy	26 +14	+117%	+$1.41K	﹤0.01%	465
2022 Q4	$1K	Buy	+12	New	+$1.15K	﹤0.01%	367
2022 Q3	–	Sell	-14	Closed	-$1K	–	90
2022 Q2	$1K	Buy	+14	New	+$1.14K	﹤0.01%	645

Other funds holding AIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Steward Financial Group opened a new position in Albany International (AIN) in Q3 2023: 21 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1083 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AIN as recently as Q1 2023.

Steward Financial Group first reported a position in AIN in Q2 2022 and has held it in 4 quarters since. The position peaked at $2K in Q1 2023. 250 funds tracked by Wall St. Rank hold AIN as of Q3 2023.

Steward Financial Group held 21 shares of Albany International worth $1K as of Q3 2023.
Albany International was a new Steward Financial Group position in Q3 2023.
Albany International made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1083 holding.
Steward Financial Group first reported a position in Albany International in Q2 2022 and has held it in 4 quarters since.
Steward Financial Group's Albany International position peaked at $2K in Q1 2023.
250 funds tracked by Wall St. Rank held Albany International as of Q3 2023.

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