Steward Financial Group’s Wyndham Hotels & Resorts WH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3K	Buy	+49	New	+$3.63K	﹤0.01%	901
2023 Q2	–	Sell	-37	Closed	-$2K	–	1008
2023 Q1	$2K	Buy	37 +27	+270%	+$1.99K	﹤0.01%	547
2022 Q4	$0	Buy	+10	New	+$707	﹤0.01%	834
2022 Q3	–	Sell	-19	Closed	-$1K	–	1321
2022 Q2	$1K	Buy	+19	New	+$1.5K	﹤0.01%	900

Other funds holding WH

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Steward Financial Group opened a new position in Wyndham Hotels & Resorts (WH) in Q3 2023: 49 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #901 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WH as recently as Q1 2023.

Steward Financial Group first reported a position in WH in Q2 2022 and has held it in 4 quarters since. 376 funds tracked by Wall St. Rank hold WH as of Q3 2023.

Steward Financial Group held 49 shares of Wyndham Hotels & Resorts worth $3K as of Q3 2023.
Wyndham Hotels & Resorts was a new Steward Financial Group position in Q3 2023.
Wyndham Hotels & Resorts made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #901 holding.
Steward Financial Group first reported a position in Wyndham Hotels & Resorts in Q2 2022 and has held it in 4 quarters since.
376 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2023.

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