Steward Financial Group’s Black Hills Corp BKH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$0	Buy	+17	New	+$965	﹤0.01%	1342
2023 Q2	–	Sell	-23	Closed	-$1K	–	521
2023 Q1	$1K	Buy	23 +7	+44%	+$461	﹤0.01%	587
2022 Q4	$1K	Buy	+16	New	+$1.07K	﹤0.01%	391
2022 Q3	–	Sell	-11	Closed	–	–	222
2022 Q2	$0	Buy	+11	New	+$826	﹤0.01%	994

Other funds holding BKH

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Steward Financial Group opened a new position in Black Hills Corp (BKH) in Q3 2023: 17 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1342 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BKH as recently as Q1 2023.

Steward Financial Group first reported a position in BKH in Q2 2022 and has held it in 4 quarters since. The position peaked at $1K in Q1 2023. 343 funds tracked by Wall St. Rank hold BKH as of Q3 2023.

Steward Financial Group held 17 shares of Black Hills Corp worth $0 as of Q3 2023.
Black Hills Corp was a new Steward Financial Group position in Q3 2023.
Black Hills Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1342 holding.
Steward Financial Group first reported a position in Black Hills Corp in Q2 2022 and has held it in 4 quarters since.
Steward Financial Group's Black Hills Corp position peaked at $1K in Q1 2023.
343 funds tracked by Wall St. Rank held Black Hills Corp as of Q3 2023.

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