SFG
ETRN

Steward Financial Group’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Steward Financial Group’s Portfolio ETRN Stock Details ETRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4K Buy
+462
New +$4.41K ﹤0.01% 782
2022
Q3 		– Sell
-51
Closed – – 1412
2022
Q2 		$0 Buy
+51
New +$393 ﹤0.01% 1456

Other funds holding ETRN

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Steward Financial Group opened a new position in Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2023: 462 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #782 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ETRN as recently as Q2 2022.

Steward Financial Group first reported a position in ETRN in Q2 2022 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold ETRN as of Q3 2023.

  • Steward Financial Group held 462 shares of Equitrans Midstream Corporation Common Stock worth $4K as of Q3 2023.
  • Equitrans Midstream Corporation Common Stock was a new Steward Financial Group position in Q3 2023.
  • Equitrans Midstream Corporation Common Stock made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #782 holding.
  • Steward Financial Group first reported a position in Equitrans Midstream Corporation Common Stock in Q2 2022 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2023.

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