Steward Financial Group’s Exact Sciences EXAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3K	Buy	+55	New	+$4.67K	﹤0.01%	822
2023 Q2	–	Sell	-49	Closed	-$3K	–	638
2023 Q1	$3K	Buy	49 +31	+172%	+$1.99K	﹤0.01%	410
2022 Q4	$0	Buy	+18	New	+$735	﹤0.01%	624
2022 Q3	–	Sell	-21	Closed	–	–	492
2022 Q2	$0	Buy	+21	New	+$1.12K	﹤0.01%	1092

Other funds holding EXAS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Steward Financial Group opened a new position in Exact Sciences (EXAS) in Q3 2023: 55 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #822 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EXAS as recently as Q1 2023.

Steward Financial Group first reported a position in EXAS in Q2 2022 and has held it in 4 quarters since. 623 funds tracked by Wall St. Rank hold EXAS as of Q3 2023.

Steward Financial Group held 55 shares of Exact Sciences worth $3K as of Q3 2023.
Exact Sciences was a new Steward Financial Group position in Q3 2023.
Exact Sciences made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #822 holding.
Steward Financial Group first reported a position in Exact Sciences in Q2 2022 and has held it in 4 quarters since.
623 funds tracked by Wall St. Rank held Exact Sciences as of Q3 2023.

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