SFG
GMS

Steward Financial Group’s GMS Inc GMS Stock Holding History

Steward Financial Group’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2K Buy
+37
New +$2.57K ﹤0.01% 978
2023
Q2 		– Sell
-34
Closed -$1K – 685
2023
Q1 		$1K Buy
34
+28
+467% +$1.59K ﹤0.01% 613
2022
Q4 		$0 Buy
+6
New +$288 ﹤0.01% 644
2022
Q3 		– Sell
-17
Closed – – 578
2022
Q2 		$0 Buy
+17
New +$807 ﹤0.01% 1123

Other funds holding GMS

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
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Steward Financial Group opened a new position in GMS Inc (GMS) in Q3 2023: 37 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in GMS as recently as Q1 2023.

Steward Financial Group first reported a position in GMS in Q2 2022 and has held it in 4 quarters since. 278 funds tracked by Wall St. Rank hold GMS as of Q3 2023.

  • Steward Financial Group held 37 shares of GMS Inc worth $2K as of Q3 2023.
  • GMS Inc was a new Steward Financial Group position in Q3 2023.
  • GMS Inc made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #978 holding.
  • Steward Financial Group first reported a position in GMS Inc in Q2 2022 and has held it in 4 quarters since.
  • 278 funds tracked by Wall St. Rank held GMS Inc as of Q3 2023.

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