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Steward Financial Group’s Stride LRN Stock Holding History

Steward Financial Group’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+9
New +$366 ﹤0.01% 1455
2023
Q2 		– Sell
-9
Closed – – 771
2023
Q1 		$0 Buy
9
+6
+200% +$235 ﹤0.01% 831
2022
Q4 		$0 Buy
+3
New +$110 ﹤0.01% 699

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Steward Financial Group opened a new position in Stride (LRN) in Q3 2023: 9 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1455 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in LRN as recently as Q1 2023.

Steward Financial Group first reported a position in LRN in Q4 2022 and has held it in 3 quarters since. 251 funds tracked by Wall St. Rank hold LRN as of Q3 2023.

  • Steward Financial Group held 9 shares of Stride worth $0 as of Q3 2023.
  • Stride was a new Steward Financial Group position in Q3 2023.
  • Stride made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1455 holding.
  • Steward Financial Group first reported a position in Stride in Q4 2022 and has held it in 3 quarters since.
  • 251 funds tracked by Wall St. Rank held Stride as of Q3 2023.

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