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Steward Financial Group’s H.B. Fuller FUL Stock Holding History

Steward Financial Group’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2K Buy
+41
New +$2.89K ﹤0.01% 976
2022
Q3 		– Sell
-28
Closed -$1K – 550
2022
Q2 		$1K Buy
+28
New +$1.88K ﹤0.01% 738

Other funds holding FUL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Steward Financial Group opened a new position in H.B. Fuller (FUL) in Q3 2023: 41 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #976 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FUL as recently as Q2 2022.

Steward Financial Group first reported a position in FUL in Q2 2022 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold FUL as of Q3 2023.

  • Steward Financial Group held 41 shares of H.B. Fuller worth $2K as of Q3 2023.
  • H.B. Fuller was a new Steward Financial Group position in Q3 2023.
  • H.B. Fuller made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #976 holding.
  • Steward Financial Group first reported a position in H.B. Fuller in Q2 2022 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held H.B. Fuller as of Q3 2023.

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