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Steward Financial Group’s Brady Corp BRC Stock Holding History

Steward Financial Group’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2K Buy
+38
New +$1.96K ﹤0.01% 933
2022
Q3 		– Sell
-23
Closed -$1K – 244
2022
Q2 		$1K Buy
+23
New +$1.06K ﹤0.01% 678

Other funds holding BRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Steward Financial Group opened a new position in Brady Corp (BRC) in Q3 2023: 38 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #933 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BRC as recently as Q2 2022.

Steward Financial Group first reported a position in BRC in Q2 2022 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold BRC as of Q3 2023.

  • Steward Financial Group held 38 shares of Brady Corp worth $2K as of Q3 2023.
  • Brady Corp was a new Steward Financial Group position in Q3 2023.
  • Brady Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #933 holding.
  • Steward Financial Group first reported a position in Brady Corp in Q2 2022 and has held it in 2 quarters since.
  • 228 funds tracked by Wall St. Rank held Brady Corp as of Q3 2023.

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