Steward Financial Group’s Builders FirstSource BLDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$16K	Hold	135	–	–	0.01%	279
2023 Q2	$18K	Buy	135 +19	+16%	+$2.11K	0.01%	256
2023 Q1	$10K	Buy	116 +97	+511%	+$7.68K	﹤0.01%	190
2022 Q4	$1K	Buy	+19	New	+$1.19K	﹤0.01%	394
2022 Q3	–	Sell	-19	Closed	-$1K	–	227
2022 Q2	$1K	Buy	+19	New	+$1.17K	﹤0.01%	674

Other funds holding BLDR

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Steward Financial Group held its Builders FirstSource (BLDR) position steady in Q3 2023 at 135 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #279.

Steward Financial Group first reported a position in BLDR in Q2 2022 and has held it in 5 quarters since. The position peaked at $18K in Q2 2023. 673 funds tracked by Wall St. Rank hold BLDR as of Q3 2023.

Steward Financial Group held 135 shares of Builders FirstSource worth $16K as of Q3 2023.
Steward Financial Group left its Builders FirstSource share count unchanged in Q3 2023.
Builders FirstSource made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #279 holding.
Steward Financial Group first reported a position in Builders FirstSource in Q2 2022 and has held it in 5 quarters since.
Steward Financial Group's Builders FirstSource position peaked at $18K in Q2 2023.
673 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2023.

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