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Steward Financial Group’s Bright Horizons BFAM Stock Holding History

Steward Financial Group’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3K Buy
+43
New +$3.97K ﹤0.01% 798
2022
Q3 		– Sell
-19
Closed -$1K – 206
2022
Q2 		$1K Buy
+19
New +$1.89K ﹤0.01% 670

Other funds holding BFAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Steward Financial Group opened a new position in Bright Horizons (BFAM) in Q3 2023: 43 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BFAM as recently as Q2 2022.

Steward Financial Group first reported a position in BFAM in Q2 2022 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold BFAM as of Q3 2023.

  • Steward Financial Group held 43 shares of Bright Horizons worth $3K as of Q3 2023.
  • Bright Horizons was a new Steward Financial Group position in Q3 2023.
  • Bright Horizons made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #798 holding.
  • Steward Financial Group first reported a position in Bright Horizons in Q2 2022 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2023.

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