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Steward Financial Group’s Cemex CX Stock Holding History

Steward Financial Group’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$8K Buy
+1,352
New +$10K ﹤0.01% 434
2022
Q3 		– Sell
-1,352
Closed -$5K – 391
2022
Q2 		$5K Hold
1,352
– – ﹤0.01% 327
2022
Q1 		$7K Buy
+1,352
New +$7.66K 0.01% 223

Other funds holding CX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Steward Financial Group opened a new position in Cemex (CX) in Q3 2023: 1,352 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CX as recently as Q2 2022.

Steward Financial Group first reported a position in CX in Q1 2022 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold CX as of Q3 2023.

  • Steward Financial Group held 1,352 shares of Cemex worth $8K as of Q3 2023.
  • Cemex was a new Steward Financial Group position in Q3 2023.
  • Cemex made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #434 holding.
  • Steward Financial Group first reported a position in Cemex in Q1 2022 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held Cemex as of Q3 2023.

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