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 $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return