SFG
AL

Steward Financial Group’s Air Lease Corp AL Stock Holding History

Steward Financial Group’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4K Buy
+107
New +$4.4K ﹤0.01% 676
2023
Q2 		– Sell
-105
Closed -$4K – 426
2023
Q1 		$4K Buy
105
+59
+128% +$2.47K ﹤0.01% 337
2022
Q4 		$1K Buy
+46
New +$1.66K ﹤0.01% 371

Other funds holding AL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Steward Financial Group opened a new position in Air Lease Corp (AL) in Q3 2023: 107 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #676 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AL as recently as Q1 2023.

Steward Financial Group first reported a position in AL in Q4 2022 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold AL as of Q3 2023.

  • Steward Financial Group held 107 shares of Air Lease Corp worth $4K as of Q3 2023.
  • Air Lease Corp was a new Steward Financial Group position in Q3 2023.
  • Air Lease Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #676 holding.
  • Steward Financial Group first reported a position in Air Lease Corp in Q4 2022 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held Air Lease Corp as of Q3 2023.

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