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Steward Partners Investment Advisory’s Manitowoc MTW Stock Holding History

Steward Partners Investment Advisory’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,350
Closed -$10K – 3429
2022
Q3 		$10K Hold
1,350
– – ﹤0.01% 2543
2022
Q2 		$14K Hold
1,350
– – ﹤0.01% 2385
2022
Q1 		$20K Hold
1,350
– – ﹤0.01% 2366
2021
Q4 		$25K Buy
+1,350
New +$27.4K ﹤0.01% 2227
2018
Q4 		– Sell
-59
Closed -$1K – 1622
2018
Q3 		$1K Sell
59
-16
-21% -$391 ﹤0.01% 2508
2018
Q2 		$2K Hold
75
– – ﹤0.01% 2232
2018
Q1 		$2K Hold
75
– – ﹤0.01% 2017
2017
Q4 		$2K Buy
+75
New +$2.9K ﹤0.01% 1706

Other funds holding MTW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's MTW Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Manitowoc (MTW) in Q4 2022, closing a stake of 1,350 shares — an estimated $10K sold.

Steward Partners Investment Advisory first reported a position in MTW in Q4 2017 and held it in 8 quarters. The position peaked at $25K in Q4 2021. 146 funds tracked by Wall St. Rank hold MTW as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Manitowoc position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,350 Manitowoc shares in Q4 2022, an estimated $10K.
  • Steward Partners Investment Advisory first reported a position in Manitowoc in Q4 2017 and held it in 8 quarters.
  • Steward Partners Investment Advisory's Manitowoc position peaked at $25K in Q4 2021.
  • 146 funds tracked by Wall St. Rank held Manitowoc as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.