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Steward Financial Group’s Asbury Automotive ABG Stock Holding History

Steward Financial Group’s Portfolio ABG Stock Details ABG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2K Buy
+9
New +$2.06K ﹤0.01% 910
2023
Q2 		– Sell
-20
Closed -$4K – 396
2023
Q1 		$4K Buy
+20
New +$4.24K ﹤0.01% 334

Other funds holding ABG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Steward Financial Group's ABG Position: Q3 2023 in Review

Steward Financial Group opened a new position in Asbury Automotive (ABG) in Q3 2023: 9 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #910 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ABG as recently as Q1 2023.

Steward Financial Group first reported a position in ABG in Q1 2023 and has held it in 2 quarters since. The position peaked at $4K in Q1 2023. 313 funds tracked by Wall St. Rank hold ABG as of Q3 2023.

  • Steward Financial Group held 9 shares of Asbury Automotive worth $2K as of Q3 2023.
  • Asbury Automotive was a new Steward Financial Group position in Q3 2023.
  • Asbury Automotive made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #910 holding.
  • Steward Financial Group first reported a position in Asbury Automotive in Q1 2023 and has held it in 2 quarters since.
  • Steward Financial Group's Asbury Automotive position peaked at $4K in Q1 2023.
  • 313 funds tracked by Wall St. Rank held Asbury Automotive as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.