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Steward Financial Group’s MSCI MSCI Stock Holding History

Steward Financial Group’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$17K Buy
34
+1
+3% +$525 0.01% 272
2023
Q2 		$15K Sell
33
-4
-11% -$1.95K ﹤0.01% 292
2023
Q1 		$20K Buy
37
+8
+28% +$4.23K 0.01% 137
2022
Q4 		$13K Buy
+29
New +$13.5K 0.01% 130
2022
Q3 		– Sell
-24
Closed -$9K – 850
2022
Q2 		$9K Buy
24
+16
+200% +$6.97K 0.01% 262
2022
Q1 		$4K Hold
8
– – ﹤0.01% 253
2021
Q4 		$4K Buy
+8
New +$5.02K ﹤0.01% 194

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Steward Financial Group increased its MSCI (MSCI) stake by 3% in Q3 2023, buying an estimated $525 and bringing the position to 34 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #272.

Steward Financial Group first reported a position in MSCI in Q4 2021 and has held it in 7 quarters since. The position peaked at $20K in Q1 2023. 829 funds tracked by Wall St. Rank hold MSCI as of Q3 2023.

  • Steward Financial Group held 34 shares of MSCI worth $17K as of Q3 2023.
  • Steward Financial Group bought 1 MSCI share in Q3 2023, an estimated $525.
  • MSCI made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #272 holding.
  • Steward Financial Group first reported a position in MSCI in Q4 2021 and has held it in 7 quarters since.
  • Steward Financial Group's MSCI position peaked at $20K in Q1 2023.
  • 829 funds tracked by Wall St. Rank held MSCI as of Q3 2023.

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