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Steward Financial Group’s Insight Enterprises NSIT Stock Holding History

Steward Financial Group’s Portfolio NSIT Stock Details NSIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4K Buy
+31
New +$4.62K ﹤0.01% 744
2023
Q2 		– Sell
-35
Closed -$5K – 810
2023
Q1 		$5K Buy
35
+34
+3,400% +$4.23K ﹤0.01% 321
2022
Q4 		$0 Buy
+1
New +$96 ﹤0.01% 728
2022
Q3 		– Sell
-9
Closed – – 902
2022
Q2 		$0 Buy
+9
New +$879 ﹤0.01% 1238

Other funds holding NSIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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 $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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 NSIT Position: Q3 2023 in Review

Steward Financial Group opened a new position in Insight Enterprises (NSIT) in Q3 2023: 31 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in NSIT as recently as Q1 2023.

Steward Financial Group first reported a position in NSIT in Q2 2022 and has held it in 4 quarters since. The position peaked at $5K in Q1 2023. 290 funds tracked by Wall St. Rank hold NSIT as of Q3 2023.

  • Steward Financial Group held 31 shares of Insight Enterprises worth $4K as of Q3 2023.
  • Insight Enterprises was a new Steward Financial Group position in Q3 2023.
  • Insight Enterprises made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #744 holding.
  • Steward Financial Group first reported a position in Insight Enterprises in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Insight Enterprises position peaked at $5K in Q1 2023.
  • 290 funds tracked by Wall St. Rank held Insight Enterprises as of Q3 2023.

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