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Steward Financial Group’s Cisco CSCO Stock Holding History

Steward Financial Group’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$57K Buy
1,068
+121
+13% +$6.53K 0.02% 138
2023
Q2 		$48K Sell
947
-86
-8% -$4.23K 0.02% 146
2023
Q1 		$54K Buy
1,033
+474
+85% +$23.1K 0.02% 86
2022
Q4 		$26K Buy
+559
New +$25.4K 0.01% 104
2022
Q3 		– Sell
-788
Closed -$33K – 367
2022
Q2 		$33K Buy
788
+261
+50% +$12.5K 0.03% 128
2022
Q1 		$29K Sell
527
-50
-9% -$2.83K 0.03% 127
2021
Q4 		$36K Buy
+577
New +$33K 0.03% 93

Other funds holding CSCO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Steward Financial Group increased its Cisco (CSCO) stake by 13% in Q3 2023, buying an estimated $6.53K and bringing the position to 1,068 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #138.

Steward Financial Group first reported a position in CSCO in Q4 2021 and has held it in 7 quarters since. 3,069 funds tracked by Wall St. Rank hold CSCO as of Q3 2023.

  • Steward Financial Group held 1,068 shares of Cisco worth $57K as of Q3 2023.
  • Steward Financial Group bought 121 Cisco shares in Q3 2023, an estimated $6.53K.
  • Cisco made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #138 holding.
  • Steward Financial Group first reported a position in Cisco in Q4 2021 and has held it in 7 quarters since.
  • 3,069 funds tracked by Wall St. Rank held Cisco as of Q3 2023.

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