SFG
WCC

Steward Financial Group’s WESCO International WCC Stock Holding History

Steward Financial Group’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$5K Buy
+41
New +$6.62K ﹤0.01% 660
2023
Q2 		– Sell
-46
Closed -$7K – 1001
2023
Q1 		$7K Buy
46
+27
+142% +$4.04K ﹤0.01% 259
2022
Q4 		$2K Buy
+19
New +$2.39K ﹤0.01% 351
2022
Q3 		– Sell
-19
Closed -$2K – 1309
2022
Q2 		$2K Buy
+19
New +$2.34K ﹤0.01% 623

Other funds holding WCC

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Steward Financial Group opened a new position in WESCO International (WCC) in Q3 2023: 41 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #660 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WCC as recently as Q1 2023.

Steward Financial Group first reported a position in WCC in Q2 2022 and has held it in 4 quarters since. The position peaked at $7K in Q1 2023. 406 funds tracked by Wall St. Rank hold WCC as of Q3 2023.

  • Steward Financial Group held 41 shares of WESCO International worth $5K as of Q3 2023.
  • WESCO International was a new Steward Financial Group position in Q3 2023.
  • WESCO International made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #660 holding.
  • Steward Financial Group first reported a position in WESCO International in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's WESCO International position peaked at $7K in Q1 2023.
  • 406 funds tracked by Wall St. Rank held WESCO International as of Q3 2023.

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