SFG
GTLS

Steward Financial Group’s Chart Industries GTLS Stock Holding History

Steward Financial Group’s Portfolio GTLS Stock Details GTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2K Buy
+13
New +$2.19K ﹤0.01% 980
2023
Q2 		– Sell
-13
Closed -$1K – 695
2023
Q1 		$1K Buy
13
+7
+117% +$901 ﹤0.01% 616
2022
Q4 		$0 Buy
+6
New +$964 ﹤0.01% 650
2022
Q3 		– Sell
-9
Closed -$1K – 598
2022
Q2 		$1K Buy
+9
New +$1.54K ﹤0.01% 749

Other funds holding GTLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Steward Financial Group opened a new position in Chart Industries (GTLS) in Q3 2023: 13 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in GTLS as recently as Q1 2023.

Steward Financial Group first reported a position in GTLS in Q2 2022 and has held it in 4 quarters since. 434 funds tracked by Wall St. Rank hold GTLS as of Q3 2023.

  • Steward Financial Group held 13 shares of Chart Industries worth $2K as of Q3 2023.
  • Chart Industries was a new Steward Financial Group position in Q3 2023.
  • Chart Industries made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #980 holding.
  • Steward Financial Group first reported a position in Chart Industries in Q2 2022 and has held it in 4 quarters since.
  • 434 funds tracked by Wall St. Rank held Chart Industries as of Q3 2023.

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