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Steward Financial Group’s Nasdaq NDAQ Stock Holding History

Steward Financial Group’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$8K Buy
+171
New +$8.66K ﹤0.01% 456
2022
Q3 		– Sell
-129
Closed -$6K – 874
2022
Q2 		$6K Buy
129
+78
+153% +$4.13K 0.01% 307
2022
Q1 		$3K Hold
51
– – ﹤0.01% 268
2021
Q4 		$3K Buy
+51
New +$3.47K ﹤0.01% 210

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Steward Financial Group opened a new position in Nasdaq (NDAQ) in Q3 2023: 171 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in NDAQ as recently as Q2 2022.

Steward Financial Group first reported a position in NDAQ in Q4 2021 and has held it in 4 quarters since. 697 funds tracked by Wall St. Rank hold NDAQ as of Q3 2023.

  • Steward Financial Group held 171 shares of Nasdaq worth $8K as of Q3 2023.
  • Nasdaq was a new Steward Financial Group position in Q3 2023.
  • Nasdaq made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #456 holding.
  • Steward Financial Group first reported a position in Nasdaq in Q4 2021 and has held it in 4 quarters since.
  • 697 funds tracked by Wall St. Rank held Nasdaq as of Q3 2023.

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