SFG
CSW

Steward Financial Group’s CSW Industrials CSW Stock Holding History

Steward Financial Group’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1K Buy
+11
New +$1.95K ﹤0.01% 1124
2022
Q3 		– Sell
-5
Closed – – 371
2022
Q2 		$0 Buy
+5
New +$533 ﹤0.01% 1050

Other funds holding CSW

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Steward Financial Group opened a new position in CSW Industrials (CSW) in Q3 2023: 11 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1124 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CSW as recently as Q2 2022.

Steward Financial Group first reported a position in CSW in Q2 2022 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold CSW as of Q3 2023.

  • Steward Financial Group held 11 shares of CSW Industrials worth $1K as of Q3 2023.
  • CSW Industrials was a new Steward Financial Group position in Q3 2023.
  • CSW Industrials made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1124 holding.
  • Steward Financial Group first reported a position in CSW Industrials in Q2 2022 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2023.

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