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Steward Financial Group’s Graham Holdings Company GHC Stock Holding History

Steward Financial Group’s Portfolio GHC Stock Details GHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2K Buy
+4
New +$2.32K ﹤0.01% 977
2022
Q3 		– Sell
-1
Closed – – 568
2022
Q2 		$0 Buy
+1
New +$595 ﹤0.01% 1120

Other funds holding GHC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Steward Financial Group opened a new position in Graham Holdings Company (GHC) in Q3 2023: 4 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #977 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in GHC as recently as Q2 2022.

Steward Financial Group first reported a position in GHC in Q2 2022 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold GHC as of Q3 2023.

  • Steward Financial Group held 4 shares of Graham Holdings Company worth $2K as of Q3 2023.
  • Graham Holdings Company was a new Steward Financial Group position in Q3 2023.
  • Graham Holdings Company made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #977 holding.
  • Steward Financial Group first reported a position in Graham Holdings Company in Q2 2022 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held Graham Holdings Company as of Q3 2023.

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