Steward Financial Group’s Genpact G Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$9K	Buy	+250	New	+$9.28K	﹤0.01%	404
2023 Q2	–	Sell	-257	Closed	-$11K	–	673
2023 Q1	$11K	Buy	257 +71	+38%	+$3.31K	﹤0.01%	181
2022 Q4	$8K	Buy	+186	New	+$8.46K	﹤0.01%	164
2022 Q3	–	Sell	-186	Closed	-$7K	–	555
2022 Q2	$7K	Sell	186 -378	-67%	-$16K	0.01%	289
2022 Q1	$24K	Buy	+564	New	+$26.1K	0.02%	136

Other funds holding G

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

NIEF

Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Steward Financial Group opened a new position in Genpact (G) in Q3 2023: 250 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in G as recently as Q1 2023.

Steward Financial Group first reported a position in G in Q1 2022 and has held it in 5 quarters since. The position peaked at $24K in Q1 2022. 333 funds tracked by Wall St. Rank hold G as of Q3 2023.

Steward Financial Group held 250 shares of Genpact worth $9K as of Q3 2023.
Genpact was a new Steward Financial Group position in Q3 2023.
Genpact made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #404 holding.
Steward Financial Group first reported a position in Genpact in Q1 2022 and has held it in 5 quarters since.
Steward Financial Group's Genpact position peaked at $24K in Q1 2022.
333 funds tracked by Wall St. Rank held Genpact as of Q3 2023.

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