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Steward Financial Group’s CNO Financial Group CNO Stock Holding History

Steward Financial Group’s Portfolio CNO Stock Details CNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$473K Buy
+3,132
New +$75.3K 0.15% 38
2023
Q2 		– Sell
-67
Closed -$1K – 567
2023
Q1 		$1K Buy
+67
New +$1.6K ﹤0.01% 595

Other funds holding CNO

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

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

Steward Financial Group opened a new position in CNO Financial Group (CNO) in Q3 2023: 3,132 shares worth $473K. The stake represents 0.15% of the portfolio and ranks #38 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CNO as recently as Q1 2023.

Steward Financial Group first reported a position in CNO in Q1 2023 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold CNO as of Q3 2023.

  • Steward Financial Group held 3,132 shares of CNO Financial Group worth $473K as of Q3 2023.
  • CNO Financial Group was a new Steward Financial Group position in Q3 2023.
  • CNO Financial Group made up 0.15% of Steward Financial Group's portfolio in Q3 2023, its #38 holding.
  • Steward Financial Group first reported a position in CNO Financial Group in Q1 2023 and has held it in 2 quarters since.
  • 234 funds tracked by Wall St. Rank held CNO Financial Group as of Q3 2023.

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