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Steward Financial Group’s Liberty Energy LBRT Stock Holding History

Steward Financial Group’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2K Buy
+128
New +$2.11K ﹤0.01% 1005
2023
Q2 		– Sell
-82
Closed -$1K – 755
2023
Q1 		$1K Buy
82
+42
+105% +$621 ﹤0.01% 629
2022
Q4 		$0 Buy
+40
New +$636 ﹤0.01% 687
2022
Q3 		– Sell
-24
Closed – – 750
2022
Q2 		$0 Buy
+24
New +$377 ﹤0.01% 1182

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Steward Financial Group opened a new position in Liberty Energy (LBRT) in Q3 2023: 128 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in LBRT as recently as Q1 2023.

Steward Financial Group first reported a position in LBRT in Q2 2022 and has held it in 4 quarters since. 262 funds tracked by Wall St. Rank hold LBRT as of Q3 2023.

  • Steward Financial Group held 128 shares of Liberty Energy worth $2K as of Q3 2023.
  • Liberty Energy was a new Steward Financial Group position in Q3 2023.
  • Liberty Energy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1005 holding.
  • Steward Financial Group first reported a position in Liberty Energy in Q2 2022 and has held it in 4 quarters since.
  • 262 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2023.

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