Steward Financial Group’s Remitly RELY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$6K	Buy	+240	New	+$5.41K	﹤0.01%	562
2023 Q2	–	Sell	-240	Closed	-$4K	–	885
2023 Q1	$4K	Hold	240	–	–	﹤0.01%	370
2022 Q4	$2K	Buy	+240	New	+$2.49K	﹤0.01%	345
2022 Q3	–	Sell	-240	Closed	-$1K	–	1042
2022 Q2	$1K	Hold	240	–	–	﹤0.01%	839
2022 Q1	$2K	Hold	240	–	–	﹤0.01%	285
2021 Q4	$4K	Buy	+240	New	+$6.87K	﹤0.01%	196

Other funds holding RELY

Naspers South Africa $84.4M AUM 76.38% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Steward Financial Group opened a new position in Remitly (RELY) in Q3 2023: 240 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in RELY as recently as Q1 2023.

Steward Financial Group first reported a position in RELY in Q4 2021 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold RELY as of Q3 2023.

Steward Financial Group held 240 shares of Remitly worth $6K as of Q3 2023.
Remitly was a new Steward Financial Group position in Q3 2023.
Remitly made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #562 holding.
Steward Financial Group first reported a position in Remitly in Q4 2021 and has held it in 6 quarters since.
192 funds tracked by Wall St. Rank held Remitly as of Q3 2023.

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