SFG
HWM icon

Steward Financial Group’s Howmet Aerospace HWM Stock Holding History

Steward Financial Group’s Portfolio HWM Stock Details HWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$9K Sell
212
-76
-26% -$3.7K ﹤0.01% 406
2023
Q2 		$14K Buy
+288
New +$12.8K ﹤0.01% 300
2022
Q3 		– Sell
-107
Closed -$3K – 649
2022
Q2 		$3K Buy
+107
New +$3.67K ﹤0.01% 455

Other funds holding HWM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Steward Financial Group reduced its Howmet Aerospace (HWM) stake by 26% in Q3 2023, selling an estimated $3.7K and leaving 212 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Steward Financial Group first reported a position in HWM in Q2 2022 and has held it in 3 quarters since. The position peaked at $14K in Q2 2023. 610 funds tracked by Wall St. Rank hold HWM as of Q3 2023.

  • Steward Financial Group held 212 shares of Howmet Aerospace worth $9K as of Q3 2023.
  • Steward Financial Group sold 76 Howmet Aerospace shares in Q3 2023, an estimated $3.7K.
  • Howmet Aerospace made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #406 holding.
  • Steward Financial Group first reported a position in Howmet Aerospace in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Howmet Aerospace position peaked at $14K in Q2 2023.
  • 610 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2023.

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