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Steward Financial Group’s CBRE Group CBRE Stock Holding History

Steward Financial Group’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$6K Buy
+85
New +$7.05K ﹤0.01% 533
2023
Q2 		– Sell
-129
Closed -$9K – 548
2023
Q1 		$9K Buy
129
+53
+70% +$4.33K ﹤0.01% 202
2022
Q4 		$5K Buy
+76
New +$5.61K ﹤0.01% 193
2022
Q3 		– Sell
-42
Closed -$3K – 274
2022
Q2 		$3K Buy
+42
New +$3.38K ﹤0.01% 428

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Steward Financial Group opened a new position in CBRE Group (CBRE) in Q3 2023: 85 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CBRE as recently as Q1 2023.

Steward Financial Group first reported a position in CBRE in Q2 2022 and has held it in 4 quarters since. The position peaked at $9K in Q1 2023. 695 funds tracked by Wall St. Rank hold CBRE as of Q3 2023.

  • Steward Financial Group held 85 shares of CBRE Group worth $6K as of Q3 2023.
  • CBRE Group was a new Steward Financial Group position in Q3 2023.
  • CBRE Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #533 holding.
  • Steward Financial Group first reported a position in CBRE Group in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's CBRE Group position peaked at $9K in Q1 2023.
  • 695 funds tracked by Wall St. Rank held CBRE Group as of Q3 2023.

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