SFG
MSEX icon

Steward Financial Group’s Middlesex Water MSEX Stock Holding History

Steward Financial Group’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+2
New +$154 ﹤0.01% 1467
2022
Q3 		– Sell
-1
Closed – – 851
2022
Q2 		$0 Buy
+1
New +$90 ﹤0.01% 1219

Other funds holding MSEX

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Steward Financial Group opened a new position in Middlesex Water (MSEX) in Q3 2023: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1467 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MSEX as recently as Q2 2022.

Steward Financial Group first reported a position in MSEX in Q2 2022 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold MSEX as of Q3 2023.

  • Steward Financial Group held 2 shares of Middlesex Water worth $0 as of Q3 2023.
  • Middlesex Water was a new Steward Financial Group position in Q3 2023.
  • Middlesex Water made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1467 holding.
  • Steward Financial Group first reported a position in Middlesex Water in Q2 2022 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2023.

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