Steward Financial Group’s Parsons PSN Stock Holding History

Steward Financial Group’s Portfolio PSN Stock Details PSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$4K	Buy	+77	New	+$4.08K	﹤0.01%	753
2023 Q2	–	Sell	-77	Closed	-$3K	–	871
2023 Q1	$3K	Buy	77 +42	+120%	+$1.84K	﹤0.01%	431
2022 Q4	$1K	Buy	+35	New	+$1.61K	﹤0.01%	462
2022 Q3	–	Sell	-40	Closed	-$1K	–	1014
2022 Q2	$1K	Buy	+40	New	+$1.53K	﹤0.01%	832

Other funds holding PSN

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Steward Financial Group opened a new position in Parsons (PSN) in Q3 2023: 77 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #753 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PSN as recently as Q1 2023.

Steward Financial Group first reported a position in PSN in Q2 2022 and has held it in 4 quarters since. 237 funds tracked by Wall St. Rank hold PSN as of Q3 2023.

Steward Financial Group held 77 shares of Parsons worth $4K as of Q3 2023.
Parsons was a new Steward Financial Group position in Q3 2023.
Parsons made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #753 holding.
Steward Financial Group first reported a position in Parsons in Q2 2022 and has held it in 4 quarters since.
237 funds tracked by Wall St. Rank held Parsons as of Q3 2023.

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