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Steward Financial Group’s Mueller Water Products MWA Stock Holding History

Steward Financial Group’s Portfolio MWA Stock Details MWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1K Buy
+107
New +$1.54K ﹤0.01% 1211
2022
Q3 		– Sell
-33
Closed – – 869
2022
Q2 		$0 Buy
+33
New +$397 ﹤0.01% 1225

Other funds holding MWA

Vanguard Group
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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Steward Financial Group opened a new position in Mueller Water Products (MWA) in Q3 2023: 107 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1211 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MWA as recently as Q2 2022.

Steward Financial Group first reported a position in MWA in Q2 2022 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold MWA as of Q3 2023.

  • Steward Financial Group held 107 shares of Mueller Water Products worth $1K as of Q3 2023.
  • Mueller Water Products was a new Steward Financial Group position in Q3 2023.
  • Mueller Water Products made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1211 holding.
  • Steward Financial Group first reported a position in Mueller Water Products in Q2 2022 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held Mueller Water Products as of Q3 2023.

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