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Steward Financial Group’s Peabody Energy BTU Stock Holding History

Steward Financial Group’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1K Buy
+55
New +$1.23K ﹤0.01% 1105
2022
Q3 		– Sell
-29
Closed – – 250
2022
Q2 		$0 Buy
+29
New +$712 ﹤0.01% 1005

Other funds holding BTU

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

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

Steward Financial Group opened a new position in Peabody Energy (BTU) in Q3 2023: 55 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1105 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BTU as recently as Q2 2022.

Steward Financial Group first reported a position in BTU in Q2 2022 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold BTU as of Q3 2023.

  • Steward Financial Group held 55 shares of Peabody Energy worth $1K as of Q3 2023.
  • Peabody Energy was a new Steward Financial Group position in Q3 2023.
  • Peabody Energy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1105 holding.
  • Steward Financial Group first reported a position in Peabody Energy in Q2 2022 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2023.

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