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Steward Financial Group’s Progress Software PRGS Stock Holding History

Steward Financial Group’s Portfolio PRGS Stock Details PRGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1K Buy
+32
New +$1.87K ﹤0.01% 1241
2022
Q3 		– Sell
-17
Closed – – 1006
2022
Q2 		$0 Buy
+17
New +$809 ﹤0.01% 1284

Other funds holding PRGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Steward Financial Group opened a new position in Progress Software (PRGS) in Q3 2023: 32 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1241 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PRGS as recently as Q2 2022.

Steward Financial Group first reported a position in PRGS in Q2 2022 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold PRGS as of Q3 2023.

  • Steward Financial Group held 32 shares of Progress Software worth $1K as of Q3 2023.
  • Progress Software was a new Steward Financial Group position in Q3 2023.
  • Progress Software made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1241 holding.
  • Steward Financial Group first reported a position in Progress Software in Q2 2022 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held Progress Software as of Q3 2023.

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