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Steward Financial Group’s Alamo Group ALG Stock Holding History

Steward Financial Group’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+5
New +$896 ﹤0.01% 1320
2023
Q2 		– Sell
-4
Closed – – 430
2023
Q1 		$0 Buy
4
+3
+300% +$494 ﹤0.01% 703
2022
Q4 		$0 Buy
+1
New +$145 ﹤0.01% 527

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Steward Financial Group opened a new position in Alamo Group (ALG) in Q3 2023: 5 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ALG as recently as Q1 2023.

Steward Financial Group first reported a position in ALG in Q4 2022 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold ALG as of Q3 2023.

  • Steward Financial Group held 5 shares of Alamo Group worth $0 as of Q3 2023.
  • Alamo Group was a new Steward Financial Group position in Q3 2023.
  • Alamo Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1320 holding.
  • Steward Financial Group first reported a position in Alamo Group in Q4 2022 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held Alamo Group as of Q3 2023.

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