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Steward Financial Group’s Editas Medicine EDIT Stock Holding History

Steward Financial Group’s Portfolio EDIT Stock Details EDIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-780
Closed -$6K – 780
2022
Q4 		$6K Buy
+780
New +$8.56K ﹤0.01% 178
2022
Q3 		– Sell
-780
Closed -$9K – 450
2022
Q2 		$9K Hold
780
– – 0.01% 253
2022
Q1 		$14K Hold
780
– – 0.01% 185
2021
Q4 		$20K Buy
+780
New +$26.8K 0.02% 122

Other funds holding EDIT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Steward Financial Group's EDIT Position: Q1 2023 in Review

Steward Financial Group sold out of Editas Medicine (EDIT) in Q1 2023, closing a stake of 780 shares — an estimated $6K sold.

Steward Financial Group first reported a position in EDIT in Q4 2021 and held it in 4 quarters. The position peaked at $20K in Q4 2021. 234 funds tracked by Wall St. Rank hold EDIT as of Q1 2023.

  • Steward Financial Group reported no remaining Editas Medicine position as of Q1 2023 after selling out during the quarter.
  • Steward Financial Group sold 780 Editas Medicine shares in Q1 2023, an estimated $6K.
  • Steward Financial Group first reported a position in Editas Medicine in Q4 2021 and held it in 4 quarters.
  • Steward Financial Group's Editas Medicine position peaked at $20K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held Editas Medicine as of Q1 2023.

Based on Steward Financial Group's 13F filing for Q1 2023, filed 5 May 2023.