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Steward Financial Group’s Avis CAR Stock Holding History

Steward Financial Group’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$5K Buy
+33
New +$7.15K ﹤0.01% 591
2023
Q2 		– Sell
-20
Closed -$3K – 546
2023
Q1 		$3K Buy
20
+4
+25% +$803 ﹤0.01% 396
2022
Q4 		$2K Buy
+16
New +$3.21K ﹤0.01% 312

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Steward Financial Group opened a new position in Avis (CAR) in Q3 2023: 33 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CAR as recently as Q1 2023.

Steward Financial Group first reported a position in CAR in Q4 2022 and has held it in 3 quarters since. 296 funds tracked by Wall St. Rank hold CAR as of Q3 2023.

  • Steward Financial Group held 33 shares of Avis worth $5K as of Q3 2023.
  • Avis was a new Steward Financial Group position in Q3 2023.
  • Avis made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #591 holding.
  • Steward Financial Group first reported a position in Avis in Q4 2022 and has held it in 3 quarters since.
  • 296 funds tracked by Wall St. Rank held Avis as of Q3 2023.

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