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Steward Financial Group’s Lifestance Health LFST Stock Holding History

Steward Financial Group’s Portfolio LFST Stock Details LFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+105
New +$851 ﹤0.01% 1446
2023
Q2 		– Sell
-21
Closed – – 759
2023
Q1 		$0 Buy
+21
New +$116 ﹤0.01% 826

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Steward Financial Group opened a new position in Lifestance Health (LFST) in Q3 2023: 105 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1446 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in LFST as recently as Q1 2023.

Steward Financial Group first reported a position in LFST in Q1 2023 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold LFST as of Q3 2023.

  • Steward Financial Group held 105 shares of Lifestance Health worth $0 as of Q3 2023.
  • Lifestance Health was a new Steward Financial Group position in Q3 2023.
  • Lifestance Health made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1446 holding.
  • Steward Financial Group first reported a position in Lifestance Health in Q1 2023 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2023.

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