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Steward Financial Group’s Life Time Group Holdings LTH Stock Holding History

Steward Financial Group’s Portfolio LTH Stock Details LTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+39
New +$688 ﹤0.01% 1456
2023
Q2 		– Sell
-21
Closed – – 772
2023
Q1 		$0 Buy
+21
New +$360 ﹤0.01% 832

Other funds holding LTH

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Steward Financial Group opened a new position in Life Time Group Holdings (LTH) in Q3 2023: 39 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1456 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in LTH as recently as Q1 2023.

Steward Financial Group first reported a position in LTH in Q1 2023 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold LTH as of Q3 2023.

  • Steward Financial Group held 39 shares of Life Time Group Holdings worth $0 as of Q3 2023.
  • Life Time Group Holdings was a new Steward Financial Group position in Q3 2023.
  • Life Time Group Holdings made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1456 holding.
  • Steward Financial Group first reported a position in Life Time Group Holdings in Q1 2023 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Life Time Group Holdings as of Q3 2023.

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