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Steward Financial Group’s DuPont de Nemours DD Stock Holding History

Steward Financial Group’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$23K Sell
248
-3
-1% -$282 0.01% 229
2023
Q2 		$22K Buy
251
+10
+4% +$860 0.01% 229
2023
Q1 		$21K Buy
241
+59
+32% +$5.38K 0.01% 131
2022
Q4 		$15K Buy
+182
New +$14.5K 0.01% 126
2022
Q3 		– Sell
-182
Closed -$12K – 401
2022
Q2 		$12K Sell
182
-12
-6% -$982 0.01% 216
2022
Q1 		$17K Buy
194
+12
+7% +$1.17K 0.02% 170
2021
Q4 		$18K Buy
+182
New +$17.3K 0.02% 127

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Steward Financial Group reduced its DuPont de Nemours (DD) stake by 1.2% in Q3 2023, selling an estimated $282 and leaving 248 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #229.

Steward Financial Group first reported a position in DD in Q4 2021 and has held it in 7 quarters since. 1,289 funds tracked by Wall St. Rank hold DD as of Q3 2023.

  • Steward Financial Group held 248 shares of DuPont de Nemours worth $23K as of Q3 2023.
  • Steward Financial Group sold 3 DuPont de Nemours shares in Q3 2023, an estimated $282.
  • DuPont de Nemours made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #229 holding.
  • Steward Financial Group first reported a position in DuPont de Nemours in Q4 2021 and has held it in 7 quarters since.
  • 1,289 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2023.

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