SFG
CHX

Steward Financial Group’s ChampionX CHX Stock Holding History

Steward Financial Group’s Portfolio CHX Stock Details CHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$9K Buy
+265
New +$9.42K ﹤0.01% 397
2023
Q2 		– Sell
-234
Closed -$6K – 560
2023
Q1 		$6K Buy
234
+168
+255% +$5.02K ﹤0.01% 271
2022
Q4 		$1K Buy
+66
New +$1.82K ﹤0.01% 402
2022
Q3 		– Sell
-82
Closed -$1K – 307
2022
Q2 		$1K Buy
+82
New +$1.85K ﹤0.01% 692

Other funds holding CHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Steward Financial Group opened a new position in ChampionX (CHX) in Q3 2023: 265 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CHX as recently as Q1 2023.

Steward Financial Group first reported a position in CHX in Q2 2022 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold CHX as of Q3 2023.

  • Steward Financial Group held 265 shares of ChampionX worth $9K as of Q3 2023.
  • ChampionX was a new Steward Financial Group position in Q3 2023.
  • ChampionX made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #397 holding.
  • Steward Financial Group first reported a position in ChampionX in Q2 2022 and has held it in 4 quarters since.
  • 416 funds tracked by Wall St. Rank held ChampionX as of Q3 2023.

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