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Steward Financial Group’s Invitation Homes INVH Stock Holding History

Steward Financial Group’s Portfolio INVH Stock Details INVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-600
Closed -$18K – 722
2023
Q1 		$18K Hold
600
– – 0.01% 141
2022
Q4 		$17K Buy
+600
New +$19K 0.01% 120
2022
Q3 		– Sell
-600
Closed -$21K – 675
2022
Q2 		$21K Buy
+600
New +$22.9K 0.02% 171

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Steward Financial Group sold out of Invitation Homes (INVH) in Q2 2023, closing a stake of 600 shares — an estimated $18K sold.

Steward Financial Group first reported a position in INVH in Q2 2022 and held it in 3 quarters. The position peaked at $21K in Q2 2022. 500 funds tracked by Wall St. Rank hold INVH as of Q2 2023.

  • Steward Financial Group reported no remaining Invitation Homes position as of Q2 2023 after selling out during the quarter.
  • Steward Financial Group sold 600 Invitation Homes shares in Q2 2023, an estimated $18K.
  • Steward Financial Group first reported a position in Invitation Homes in Q2 2022 and held it in 3 quarters.
  • Steward Financial Group's Invitation Homes position peaked at $21K in Q2 2022.
  • 500 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2023.

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