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Steward Financial Group’s Strategic Education STRA Stock Holding History

Steward Financial Group’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$10K Buy
+138
New +$10.2K ﹤0.01% 391
2023
Q2 		– Sell
-17
Closed -$1K – 941
2023
Q1 		$1K Buy
17
+11
+183% +$973 ﹤0.01% 661
2022
Q4 		$0 Buy
+6
New +$445 ﹤0.01% 795
2022
Q3 		– Sell
-8
Closed – – 1160
2022
Q2 		$0 Buy
+8
New +$531 ﹤0.01% 1353

Other funds holding STRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 STRA Position: Q3 2023 in Review

Steward Financial Group opened a new position in Strategic Education (STRA) in Q3 2023: 138 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in STRA as recently as Q1 2023.

Steward Financial Group first reported a position in STRA in Q2 2022 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold STRA as of Q3 2023.

  • Steward Financial Group held 138 shares of Strategic Education worth $10K as of Q3 2023.
  • Strategic Education was a new Steward Financial Group position in Q3 2023.
  • Strategic Education made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #391 holding.
  • Steward Financial Group first reported a position in Strategic Education in Q2 2022 and has held it in 4 quarters since.
  • 203 funds tracked by Wall St. Rank held Strategic Education as of Q3 2023.

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