SFG
ANSS

Steward Financial Group’s Ansys ANSS Stock Holding History

Steward Financial Group’s Portfolio ANSS Stock Details ANSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4K Buy
+16
New +$5.07K ﹤0.01% 680
2023
Q2 		– Sell
-17
Closed -$5K – 452
2023
Q1 		$5K Buy
17
+13
+325% +$3.67K ﹤0.01% 300
2022
Q4 		$0 Buy
+4
New +$932 ﹤0.01% 537

Other funds holding ANSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Steward Financial Group opened a new position in Ansys (ANSS) in Q3 2023: 16 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ANSS as recently as Q1 2023.

Steward Financial Group first reported a position in ANSS in Q4 2022 and has held it in 3 quarters since. The position peaked at $5K in Q1 2023. 777 funds tracked by Wall St. Rank hold ANSS as of Q3 2023.

  • Steward Financial Group held 16 shares of Ansys worth $4K as of Q3 2023.
  • Ansys was a new Steward Financial Group position in Q3 2023.
  • Ansys made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #680 holding.
  • Steward Financial Group first reported a position in Ansys in Q4 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Ansys position peaked at $5K in Q1 2023.
  • 777 funds tracked by Wall St. Rank held Ansys as of Q3 2023.

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