Evelyn V. Moreno’s NatWest NWG Stock Holding History

Evelyn V. Moreno’s Portfolio NWG Stock Details NWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$69.6K	Buy	+12,359	New	+$65.6K	0.03%	139

Other funds holding NWG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

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

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Evelyn V. Moreno's NWG Position: Q4 2023 in Review

Evelyn V. Moreno opened a new position in NatWest (NWG) in Q4 2023: 12,359 shares worth $69.6K. The stake represents 0.03% of the portfolio and ranks #139 among its holdings.

189 funds tracked by Wall St. Rank hold NWG as of Q4 2023.

Evelyn V. Moreno held 12,359 shares of NatWest worth $69.6K as of Q4 2023.
NatWest was a new Evelyn V. Moreno position in Q4 2023.
NatWest made up 0.03% of Evelyn V. Moreno's portfolio in Q4 2023, its #139 holding.
189 funds tracked by Wall St. Rank held NatWest as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.