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Steward Partners Investment Advisory’s Sadot Group SDOT Stock Holding History

Steward Partners Investment Advisory’s Portfolio SDOT Stock Details SDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16
Closed -$22.6K – 3567
2023
Q3 		$22.6K Hold
16
– – ﹤0.01% 2246
2023
Q2 		$38.4K Hold
16
– – ﹤0.01% 1991
2023
Q1 		$34.5K Hold
16
– – ﹤0.01% 2022
2022
Q4 		$29.4K Buy
+16
New +$16.7K ﹤0.01% 2063

Other funds holding SDOT

Vanguard Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Altium Capital Management New York $42M AUM
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Steward Partners Investment Advisory's SDOT Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of Sadot Group (SDOT) in Q4 2023, closing a stake of 16 shares — an estimated $22.6K sold.

Steward Partners Investment Advisory first reported a position in SDOT in Q4 2022 and held it in 4 quarters. The position peaked at $38.4K in Q2 2023. 16 funds tracked by Wall St. Rank hold SDOT as of Q4 2023.

  • Steward Partners Investment Advisory reported no remaining Sadot Group position as of Q4 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 16 Sadot Group shares in Q4 2023, an estimated $22.6K.
  • Steward Partners Investment Advisory first reported a position in Sadot Group in Q4 2022 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Sadot Group position peaked at $38.4K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held Sadot Group as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.