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Steward Financial Group’s Eagle Materials EXP Stock Holding History

Steward Financial Group’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$9K Hold
57
– – ﹤0.01% 400
2023
Q2 		$10K Buy
57
+12
+27% +$1.91K ﹤0.01% 373
2023
Q1 		$6K Buy
45
+28
+165% +$3.97K ﹤0.01% 276
2022
Q4 		$2K Buy
+17
New +$2.15K ﹤0.01% 321
2022
Q3 		– Sell
-30
Closed -$3K – 496
2022
Q2 		$3K Buy
+30
New +$3.69K ﹤0.01% 441

Other funds holding EXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Steward Financial Group held its Eagle Materials (EXP) position steady in Q3 2023 at 57 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Steward Financial Group first reported a position in EXP in Q2 2022 and has held it in 5 quarters since. The position peaked at $10K in Q2 2023. 445 funds tracked by Wall St. Rank hold EXP as of Q3 2023.

  • Steward Financial Group held 57 shares of Eagle Materials worth $9K as of Q3 2023.
  • Steward Financial Group left its Eagle Materials share count unchanged in Q3 2023.
  • Eagle Materials made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #400 holding.
  • Steward Financial Group first reported a position in Eagle Materials in Q2 2022 and has held it in 5 quarters since.
  • Steward Financial Group's Eagle Materials position peaked at $10K in Q2 2023.
  • 445 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2023.

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