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Steward Financial Group’s Curtiss-Wright CW Stock Holding History

Steward Financial Group’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$7K Buy
+36
New +$7.13K ﹤0.01% 486
2022
Q3 		– Sell
-8
Closed -$1K – 385
2022
Q2 		$1K Buy
+8
New +$1.14K ﹤0.01% 710

Other funds holding CW

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Steward Financial Group opened a new position in Curtiss-Wright (CW) in Q3 2023: 36 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CW as recently as Q2 2022.

Steward Financial Group first reported a position in CW in Q2 2022 and has held it in 2 quarters since. 434 funds tracked by Wall St. Rank hold CW as of Q3 2023.

  • Steward Financial Group held 36 shares of Curtiss-Wright worth $7K as of Q3 2023.
  • Curtiss-Wright was a new Steward Financial Group position in Q3 2023.
  • Curtiss-Wright made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #486 holding.
  • Steward Financial Group first reported a position in Curtiss-Wright in Q2 2022 and has held it in 2 quarters since.
  • 434 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2023.

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