STEWART & PATTEN CO LLC quarter change: USA Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, STEWART & PATTEN CO LLC opened 1 positions, added to 1, reduced 2, sold out of 0 and left 1 unchanged. The largest increase in value was MFS Reaearch Fund Class A (+$214,574); the largest decrease was American Funds Balanced Fd (-$81,567).
- Vanguard Extended Mkt Fd Admir: Country of operation United States; Class COM STK; Shares 2023-12-31 1,611; Shares 2024-03-31 1,615.
Two Form 13F-HR filings compared (SEC CIK 860580): 2023-12-31 (filed 2024-01-18) and 2024-03-31 (filed 2024-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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