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Steward Financial Group’s WillScot Mobile Mini Holdings WSC Stock Holding History

Steward Financial Group’s Portfolio WSC Stock Details WSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$6K Buy
+161
New +$7.08K ﹤0.01% 579
2022
Q3 		– Sell
-68
Closed -$2K – 1340
2022
Q2 		$2K Buy
+68
New +$2.41K ﹤0.01% 624

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Steward Financial Group opened a new position in WillScot Mobile Mini Holdings (WSC) in Q3 2023: 161 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WSC as recently as Q2 2022.

Steward Financial Group first reported a position in WSC in Q2 2022 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold WSC as of Q3 2023.

  • Steward Financial Group held 161 shares of WillScot Mobile Mini Holdings worth $6K as of Q3 2023.
  • WillScot Mobile Mini Holdings was a new Steward Financial Group position in Q3 2023.
  • WillScot Mobile Mini Holdings made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #579 holding.
  • Steward Financial Group first reported a position in WillScot Mobile Mini Holdings in Q2 2022 and has held it in 2 quarters since.
  • 397 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q3 2023.

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