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Steward Financial Group’s BP BP Stock Holding History

Steward Financial Group’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$7K Buy
+189
New +$7.01K ﹤0.01% 479
2023
Q2 		– Sell
-321
Closed -$12K – 533
2023
Q1 		$12K Hold
321
– – ﹤0.01% 172
2022
Q4 		$11K Buy
+321
New +$10.7K 0.01% 138
2022
Q3 		– Sell
-1,521
Closed -$43K – 239
2022
Q2 		$43K Buy
1,521
+90
+6% +$2.76K 0.04% 103
2022
Q1 		$42K Hold
1,431
– – 0.04% 95
2021
Q4 		$38K Buy
+1,431
New +$39.7K 0.04% 88

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Steward Financial Group opened a new position in BP (BP) in Q3 2023: 189 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BP as recently as Q1 2023.

Steward Financial Group first reported a position in BP in Q4 2021 and has held it in 6 quarters since. The position peaked at $43K in Q2 2022. 1,136 funds tracked by Wall St. Rank hold BP as of Q3 2023.

  • Steward Financial Group held 189 shares of BP worth $7K as of Q3 2023.
  • BP was a new Steward Financial Group position in Q3 2023.
  • BP made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #479 holding.
  • Steward Financial Group first reported a position in BP in Q4 2021 and has held it in 6 quarters since.
  • Steward Financial Group's BP position peaked at $43K in Q2 2022.
  • 1,136 funds tracked by Wall St. Rank held BP as of Q3 2023.

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