Veritable’s Stagwell STGW Stock Holding History

Veritable’s Portfolio STGW Stock Details STGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-71,001	Closed	-$386K	–	886
2022 Q2	$386K	Buy	+71,001	New	+$503K	0.01%	598
2013 Q3	–	Sell	-34,500	Closed	-$415K	–	972
2013 Q2	$415K	Buy	+34,500	New	+$392K	0.01%	631

Other funds holding STGW

Stagwell Group Miami Beach, Florida $913K AUM 49.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Veritable's STGW Position: Q3 2022 in Review

Veritable sold out of Stagwell (STGW) in Q3 2022, closing a stake of 71,001 shares — an estimated $386K sold.

Veritable first reported a position in STGW in Q2 2013 and held it in 2 quarters. The position peaked at $415K in Q2 2013. 105 funds tracked by Wall St. Rank hold STGW as of Q3 2022.

Veritable reported no remaining Stagwell position as of Q3 2022 after selling out during the quarter.
Veritable sold 71,001 Stagwell shares in Q3 2022, an estimated $386K.
Veritable first reported a position in Stagwell in Q2 2013 and held it in 2 quarters.
Veritable's Stagwell position peaked at $415K in Q2 2013.
105 funds tracked by Wall St. Rank held Stagwell as of Q3 2022.

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