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Steward Financial Group’s Stagwell STGW Stock Holding History

Steward Financial Group’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+19
New +$112 ﹤0.01% 1556
2023
Q2 		– Sell
-7
Closed – – 939
2023
Q1 		$0 Buy
+7
New +$49 ﹤0.01% 903

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 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 STGW Position: Q3 2023 in Review

Steward Financial Group opened a new position in Stagwell (STGW) in Q3 2023: 19 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1556 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in STGW as recently as Q1 2023.

Steward Financial Group first reported a position in STGW in Q1 2023 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold STGW as of Q3 2023.

  • Steward Financial Group held 19 shares of Stagwell worth $0 as of Q3 2023.
  • Stagwell was a new Steward Financial Group position in Q3 2023.
  • Stagwell made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1556 holding.
  • Steward Financial Group first reported a position in Stagwell in Q1 2023 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held Stagwell as of Q3 2023.

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