SFG
ESGR

Steward Financial Group’s Enstar Group ESGR Stock Holding History

Steward Financial Group’s Portfolio ESGR Stock Details ESGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4K Buy
+18
New +$4.52K ﹤0.01% 711
2023
Q2 		– Sell
-16
Closed -$3K – 626
2023
Q1 		$3K Buy
16
+9
+129% +$2.13K ﹤0.01% 408
2022
Q4 		$1K Buy
+7
New +$1.43K ﹤0.01% 412
2022
Q3 		– Sell
-1
Closed – – 478
2022
Q2 		$0 Buy
+1
New +$232 ﹤0.01% 1087

Other funds holding ESGR

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Steward Financial Group opened a new position in Enstar Group (ESGR) in Q3 2023: 18 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ESGR as recently as Q1 2023.

Steward Financial Group first reported a position in ESGR in Q2 2022 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold ESGR as of Q3 2023.

  • Steward Financial Group held 18 shares of Enstar Group worth $4K as of Q3 2023.
  • Enstar Group was a new Steward Financial Group position in Q3 2023.
  • Enstar Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #711 holding.
  • Steward Financial Group first reported a position in Enstar Group in Q2 2022 and has held it in 4 quarters since.
  • 189 funds tracked by Wall St. Rank held Enstar Group as of Q3 2023.

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