Surevest’s Seagate STX Stock Holding History

Surevest’s Portfolio STX Stock Details STX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1K	Buy	19 +12	+171%	+$867	﹤0.01%	490
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	534
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	503
2021 Q4	$1K	Buy	+7	New	+$680	﹤0.01%	513

Other funds holding STX

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Surevest's STX Position: Q3 2022 in Review

Surevest increased its Seagate (STX) stake by 171% in Q3 2022, buying an estimated $867 and bringing the position to 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Surevest first reported a position in STX in Q4 2021 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold STX as of Q3 2022.

Surevest held 19 shares of Seagate worth $1K as of Q3 2022.
Surevest bought 12 Seagate shares in Q3 2022, an estimated $867.
Seagate made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #490 holding.
Surevest first reported a position in Seagate in Q4 2021 and has held it in 4 quarters since.
663 funds tracked by Wall St. Rank held Seagate as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.