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Steward Financial Group’s Cushman & Wakefield Ltd CWK Stock Holding History

Steward Financial Group’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1K Buy
+172
New +$1.56K ﹤0.01% 1128
2023
Q2 		– Sell
-77
Closed – – 589
2023
Q1 		$0 Buy
77
+47
+157% +$605 ﹤0.01% 768
2022
Q4 		$0 Buy
+30
New +$347 ﹤0.01% 606

Other funds holding CWK

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Steward Financial Group opened a new position in Cushman & Wakefield Ltd (CWK) in Q3 2023: 172 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1128 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CWK as recently as Q1 2023.

Steward Financial Group first reported a position in CWK in Q4 2022 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold CWK as of Q3 2023.

  • Steward Financial Group held 172 shares of Cushman & Wakefield Ltd worth $1K as of Q3 2023.
  • Cushman & Wakefield Ltd was a new Steward Financial Group position in Q3 2023.
  • Cushman & Wakefield Ltd made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1128 holding.
  • Steward Financial Group first reported a position in Cushman & Wakefield Ltd in Q4 2022 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q3 2023.

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