Steward Financial Group’s Clearfield CLFD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,000	Closed	-$46K	–	561
2023 Q1	$46K	Hold	1,000	–	–	0.02%	91
2022 Q4	$94K	Buy	+1,000	New	+$105K	0.05%	55
2022 Q3	–	Sell	-1,000	Closed	-$61K	–	315
2022 Q2	$61K	Buy	+1,000	New	+$58.7K	0.05%	75

Other funds holding CLFD

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Steward Financial Group's CLFD Position: Q2 2023 in Review

Steward Financial Group sold out of Clearfield (CLFD) in Q2 2023, closing a stake of 1,000 shares — an estimated $46K sold.

Steward Financial Group first reported a position in CLFD in Q2 2022 and held it in 3 quarters. The position peaked at $94K in Q4 2022. 149 funds tracked by Wall St. Rank hold CLFD as of Q2 2023.

Steward Financial Group reported no remaining Clearfield position as of Q2 2023 after selling out during the quarter.
Steward Financial Group sold 1,000 Clearfield shares in Q2 2023, an estimated $46K.
Steward Financial Group first reported a position in Clearfield in Q2 2022 and held it in 3 quarters.
Steward Financial Group's Clearfield position peaked at $94K in Q4 2022.
149 funds tracked by Wall St. Rank held Clearfield as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.