Walthausen & Co’s Stewart Information Services STC Stock Holding History

Walthausen & Co’s Portfolio STC Stock Details STC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$342K	Sell	7,833 -4,498	-36%	-$230K	0.29%	95
2022 Q2	$613K	Sell	12,331 -24,472	-66%	-$1.31M	0.27%	138
2022 Q1	$2.23M	Sell	36,803 -1,050	-3%	-$72.9K	0.63%	91
2021 Q4	$3.02M	Sell	37,853 -19,195	-34%	-$1.41M	0.79%	37
2021 Q3	$3.61M	Sell	57,048 -13,482	-19%	-$802K	0.91%	23
2021 Q2	$4M	Sell	70,530 -9,850	-12%	-$575K	0.88%	33
2021 Q1	$4.18M	Buy	80,380 +16,740	+26%	+$850K	0.88%	36
2020 Q4	$3.08M	Sell	63,640 -45,230	-42%	-$2.06M	0.84%	40
2020 Q3	$4.76M	Sell	108,870 -27,660	-20%	-$1.12M	0.99%	42
2020 Q2	$4.44M	Sell	136,530 -28,990	-18%	-$872K	0.9%	55
2020 Q1	$4.41M	Buy	165,520 +7,370	+5%	+$271K	0.95%	49
2019 Q4	$6.45M	Sell	158,150 -127,140	-45%	-$5.21M	0.85%	62
2019 Q3	$11.1M	Buy	285,290 +168,040	+143%	+$6.26M	1.53%	9
2019 Q2	$4.75M	Buy	+117,250	New	+$4.98M	0.63%	76

Other funds holding STC

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

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

Walthausen & Co's STC Position: Q3 2022 in Review

Walthausen & Co reduced its Stewart Information Services (STC) stake by 36% in Q3 2022, selling an estimated $230K and leaving 7,833 shares worth $342K. The position accounts for 0.29% of the portfolio, ranked #95.

Walthausen & Co first reported a position in STC in Q2 2019 and has held it in 14 quarters since. The position peaked at $11.1M in Q3 2019. 215 funds tracked by Wall St. Rank hold STC as of Q3 2022.

Walthausen & Co held 7,833 shares of Stewart Information Services worth $342K as of Q3 2022.
Walthausen & Co sold 4,498 Stewart Information Services shares in Q3 2022, an estimated $230K.
Stewart Information Services made up 0.29% of Walthausen & Co's portfolio in Q3 2022, its #95 holding.
Walthausen & Co first reported a position in Stewart Information Services in Q2 2019 and has held it in 14 quarters since.
Walthausen & Co's Stewart Information Services position peaked at $11.1M in Q3 2019.
215 funds tracked by Wall St. Rank held Stewart Information Services as of Q3 2022.

Based on Walthausen & Co's 13F filing for Q3 2022, filed 14 Nov 2022.