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Steward Financial Group’s Planet Fitness PLNT Stock Holding History

Steward Financial Group’s Portfolio PLNT Stock Details PLNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1K Buy
+23
New +$1.39K ﹤0.01% 1236
2023
Q2 		– Sell
-44
Closed -$3K – 855
2023
Q1 		$3K Buy
44
+35
+389% +$2.79K ﹤0.01% 430
2022
Q4 		$0 Buy
+9
New +$628 ﹤0.01% 748
2022
Q3 		– Sell
-4
Closed – – 989
2022
Q2 		$0 Buy
+4
New +$296 ﹤0.01% 1277

Other funds holding PLNT

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
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Steward Financial Group opened a new position in Planet Fitness (PLNT) in Q3 2023: 23 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1236 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PLNT as recently as Q1 2023.

Steward Financial Group first reported a position in PLNT in Q2 2022 and has held it in 4 quarters since. The position peaked at $3K in Q1 2023. 319 funds tracked by Wall St. Rank hold PLNT as of Q3 2023.

  • Steward Financial Group held 23 shares of Planet Fitness worth $1K as of Q3 2023.
  • Planet Fitness was a new Steward Financial Group position in Q3 2023.
  • Planet Fitness made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1236 holding.
  • Steward Financial Group first reported a position in Planet Fitness in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Planet Fitness position peaked at $3K in Q1 2023.
  • 319 funds tracked by Wall St. Rank held Planet Fitness as of Q3 2023.

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