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Steward Financial Group’s Cirrus Logic CRUS Stock Holding History

Steward Financial Group’s Portfolio CRUS Stock Details CRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2K Buy
+36
New +$2.81K ﹤0.01% 952
2022
Q3 		– Sell
-16
Closed -$1K – 365
2022
Q2 		$1K Buy
+16
New +$1.24K ﹤0.01% 706

Other funds holding CRUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Steward Financial Group opened a new position in Cirrus Logic (CRUS) in Q3 2023: 36 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #952 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CRUS as recently as Q2 2022.

Steward Financial Group first reported a position in CRUS in Q2 2022 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold CRUS as of Q3 2023.

  • Steward Financial Group held 36 shares of Cirrus Logic worth $2K as of Q3 2023.
  • Cirrus Logic was a new Steward Financial Group position in Q3 2023.
  • Cirrus Logic made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #952 holding.
  • Steward Financial Group first reported a position in Cirrus Logic in Q2 2022 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held Cirrus Logic as of Q3 2023.

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