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Steward Financial Group’s Fox Class A FOXA Stock Holding History

Steward Financial Group’s Portfolio FOXA Stock Details FOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4K Buy
+137
New +$4.5K ﹤0.01% 721
2023
Q2 		– Sell
-167
Closed -$5K – 665
2023
Q1 		$5K Buy
167
+78
+88% +$2.63K ﹤0.01% 314
2022
Q4 		$2K Buy
+89
New +$2.72K ﹤0.01% 324
2022
Q3 		– Sell
-52
Closed -$1K – 541
2022
Q2 		$1K Buy
+52
New +$1.83K ﹤0.01% 737

Other funds holding FOXA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Steward Financial Group opened a new position in Fox Class A (FOXA) in Q3 2023: 137 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FOXA as recently as Q1 2023.

Steward Financial Group first reported a position in FOXA in Q2 2022 and has held it in 4 quarters since. The position peaked at $5K in Q1 2023. 514 funds tracked by Wall St. Rank hold FOXA as of Q3 2023.

  • Steward Financial Group held 137 shares of Fox Class A worth $4K as of Q3 2023.
  • Fox Class A was a new Steward Financial Group position in Q3 2023.
  • Fox Class A made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #721 holding.
  • Steward Financial Group first reported a position in Fox Class A in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Fox Class A position peaked at $5K in Q1 2023.
  • 514 funds tracked by Wall St. Rank held Fox Class A as of Q3 2023.

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