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Surevest’s Target TGT Stock Holding History

Surevest’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2.48M Sell
16,700
-17
-0.1% -$2.72K 0.67% 65
2022
Q2 		$2.36M Buy
16,717
+1,882
+13% +$361K 0.62% 67
2022
Q1 		$3.15M Sell
14,835
-2,713
-15% -$587K 0.76% 57
2021
Q4 		$4.06M Sell
17,548
-141
-0.8% -$34.3K 0.96% 49
2021
Q3 		$4.05M Buy
17,689
+983
+6% +$246K 1.02% 54
2021
Q2 		$4.04M Buy
+16,706
New +$3.66M 1.05% 58

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Surevest's TGT Position: Q3 2022 in Review

Surevest reduced its Target (TGT) stake by 0.1% in Q3 2022, selling an estimated $2.72K and leaving 16,700 shares worth $2.48M. The position accounts for 0.67% of the portfolio, ranked #65.

Surevest first reported a position in TGT in Q2 2021 and has held it in 6 quarters since. The position peaked at $4.06M in Q4 2021. 1,934 funds tracked by Wall St. Rank hold TGT as of Q3 2022.

  • Surevest held 16,700 shares of Target worth $2.48M as of Q3 2022.
  • Surevest sold 17 Target shares in Q3 2022, an estimated $2.72K.
  • Target made up 0.67% of Surevest's portfolio in Q3 2022, its #65 holding.
  • Surevest first reported a position in Target in Q2 2021 and has held it in 6 quarters since.
  • Surevest's Target position peaked at $4.06M in Q4 2021.
  • 1,934 funds tracked by Wall St. Rank held Target as of Q3 2022.

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