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Steward Financial Group’s Bruker BRKR Stock Holding History

Steward Financial Group’s Portfolio BRKR Stock Details BRKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$5K Buy
+85
New +$5.72K ﹤0.01% 588
2022
Q3 		– Sell
-62
Closed -$3K – 245
2022
Q2 		$3K Buy
+62
New +$3.8K ﹤0.01% 423

Other funds holding BRKR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Steward Financial Group opened a new position in Bruker (BRKR) in Q3 2023: 85 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BRKR as recently as Q2 2022.

Steward Financial Group first reported a position in BRKR in Q2 2022 and has held it in 2 quarters since. 345 funds tracked by Wall St. Rank hold BRKR as of Q3 2023.

  • Steward Financial Group held 85 shares of Bruker worth $5K as of Q3 2023.
  • Bruker was a new Steward Financial Group position in Q3 2023.
  • Bruker made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #588 holding.
  • Steward Financial Group first reported a position in Bruker in Q2 2022 and has held it in 2 quarters since.
  • 345 funds tracked by Wall St. Rank held Bruker as of Q3 2023.

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