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Steward Financial Group’s Boise Cascade BCC Stock Holding History

Steward Financial Group’s Portfolio BCC Stock Details BCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4K Buy
+39
New +$4.01K ﹤0.01% 684
2023
Q2 		– Sell
-27
Closed -$1K – 502
2023
Q1 		$1K Buy
27
+20
+286% +$1.39K ﹤0.01% 582
2022
Q4 		$0 Buy
+7
New +$478 ﹤0.01% 560
2022
Q3 		– Sell
-25
Closed -$1K – 195
2022
Q2 		$1K Buy
+25
New +$1.84K ﹤0.01% 666

Other funds holding BCC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Steward Financial Group opened a new position in Boise Cascade (BCC) in Q3 2023: 39 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BCC as recently as Q1 2023.

Steward Financial Group first reported a position in BCC in Q2 2022 and has held it in 4 quarters since. 347 funds tracked by Wall St. Rank hold BCC as of Q3 2023.

  • Steward Financial Group held 39 shares of Boise Cascade worth $4K as of Q3 2023.
  • Boise Cascade was a new Steward Financial Group position in Q3 2023.
  • Boise Cascade made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #684 holding.
  • Steward Financial Group first reported a position in Boise Cascade in Q2 2022 and has held it in 4 quarters since.
  • 347 funds tracked by Wall St. Rank held Boise Cascade as of Q3 2023.

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