Steward Financial Group’s Amkor Technology AMKR Stock Holding History

Steward Financial Group’s Portfolio AMKR Stock Details AMKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3K	Buy	+146	New	+$3.85K	﹤0.01%	789
2023 Q2	–	Sell	-257	Closed	-$6K	–	444
2023 Q1	$6K	Buy	257 +165	+179%	+$4.51K	﹤0.01%	265
2022 Q4	$2K	Buy	+92	New	+$2.13K	﹤0.01%	299
2022 Q3	–	Sell	-148	Closed	-$2K	–	116
2022 Q2	$2K	Buy	+148	New	+$2.81K	﹤0.01%	506

Other funds holding AMKR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

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

Steward Financial Group opened a new position in Amkor Technology (AMKR) in Q3 2023: 146 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #789 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AMKR as recently as Q1 2023.

Steward Financial Group first reported a position in AMKR in Q2 2022 and has held it in 4 quarters since. The position peaked at $6K in Q1 2023. 304 funds tracked by Wall St. Rank hold AMKR as of Q3 2023.

Steward Financial Group held 146 shares of Amkor Technology worth $3K as of Q3 2023.
Amkor Technology was a new Steward Financial Group position in Q3 2023.
Amkor Technology made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #789 holding.
Steward Financial Group first reported a position in Amkor Technology in Q2 2022 and has held it in 4 quarters since.
Steward Financial Group's Amkor Technology position peaked at $6K in Q1 2023.
304 funds tracked by Wall St. Rank held Amkor Technology as of Q3 2023.

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