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Steward Financial Group’s California Resources CRC Stock Holding History

Steward Financial Group’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3K Buy
+62
New +$3.3K ﹤0.01% 808
2023
Q2 		– Sell
-33
Closed -$1K – 580
2023
Q1 		$1K Buy
33
+17
+106% +$704 ﹤0.01% 597
2022
Q4 		$0 Buy
+16
New +$701 ﹤0.01% 597
2022
Q3 		– Sell
-20
Closed – – 354
2022
Q2 		$0 Buy
+20
New +$858 ﹤0.01% 1042

Other funds holding CRC

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
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Steward Financial Group opened a new position in California Resources (CRC) in Q3 2023: 62 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CRC as recently as Q1 2023.

Steward Financial Group first reported a position in CRC in Q2 2022 and has held it in 4 quarters since. 258 funds tracked by Wall St. Rank hold CRC as of Q3 2023.

  • Steward Financial Group held 62 shares of California Resources worth $3K as of Q3 2023.
  • California Resources was a new Steward Financial Group position in Q3 2023.
  • California Resources made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #808 holding.
  • Steward Financial Group first reported a position in California Resources in Q2 2022 and has held it in 4 quarters since.
  • 258 funds tracked by Wall St. Rank held California Resources as of Q3 2023.

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