Steward Financial Group’s British American Tobacco BTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$26K	Hold	856	–	–	0.01%	213
2023 Q2	$28K	Buy	+856	New	+$29.3K	0.01%	198
2022 Q3	–	Sell	-56	Closed	-$2K	–	249
2022 Q2	$2K	Buy	+56	New	+$2.4K	﹤0.01%	521

Other funds holding BTI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Steward Financial Group held its British American Tobacco (BTI) position steady in Q3 2023 at 856 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #213.

Steward Financial Group first reported a position in BTI in Q2 2022 and has held it in 3 quarters since. The position peaked at $28K in Q2 2023. 551 funds tracked by Wall St. Rank hold BTI as of Q3 2023.

Steward Financial Group held 856 shares of British American Tobacco worth $26K as of Q3 2023.
Steward Financial Group left its British American Tobacco share count unchanged in Q3 2023.
British American Tobacco made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #213 holding.
Steward Financial Group first reported a position in British American Tobacco in Q2 2022 and has held it in 3 quarters since.
Steward Financial Group's British American Tobacco position peaked at $28K in Q2 2023.
551 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2023.

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