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Steward Financial Group’s Greif GEF Stock Holding History

Steward Financial Group’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1K Buy
+29
New +$2.06K ﹤0.01% 1157
2022
Q3 		– Sell
-16
Closed – – 564
2022
Q2 		$0 Buy
+16
New +$978 ﹤0.01% 1117

Other funds holding GEF

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Steward Financial Group opened a new position in Greif (GEF) in Q3 2023: 29 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1157 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in GEF as recently as Q2 2022.

Steward Financial Group first reported a position in GEF in Q2 2022 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold GEF as of Q3 2023.

  • Steward Financial Group held 29 shares of Greif worth $1K as of Q3 2023.
  • Greif was a new Steward Financial Group position in Q3 2023.
  • Greif made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1157 holding.
  • Steward Financial Group first reported a position in Greif in Q2 2022 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held Greif as of Q3 2023.

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