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Steward Financial Group’s Acushnet Holdings GOLF Stock Holding History

Steward Financial Group’s Portfolio GOLF Stock Details GOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-62
Closed -$3K – 689
2023
Q1 		$3K Buy
62
+32
+107% +$1.55K ﹤0.01% 416
2022
Q4 		$1K Buy
+30
New +$1.35K ﹤0.01% 419
2022
Q3 		– Sell
-34
Closed -$1K – 585
2022
Q2 		$1K Buy
+34
New +$1.4K ﹤0.01% 744

Other funds holding GOLF

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

Steward Financial Group's GOLF Position: Q2 2023 in Review

Steward Financial Group sold out of Acushnet Holdings (GOLF) in Q2 2023, closing a stake of 62 shares — an estimated $3K sold.

Steward Financial Group first reported a position in GOLF in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q1 2023. 215 funds tracked by Wall St. Rank hold GOLF as of Q2 2023.

  • Steward Financial Group reported no remaining Acushnet Holdings position as of Q2 2023 after selling out during the quarter.
  • Steward Financial Group sold 62 Acushnet Holdings shares in Q2 2023, an estimated $3K.
  • Steward Financial Group first reported a position in Acushnet Holdings in Q2 2022 and held it in 3 quarters.
  • Steward Financial Group's Acushnet Holdings position peaked at $3K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held Acushnet Holdings as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.