SFG
NWSA icon

Steward Financial Group’s News Corp Class A NWSA Stock Holding History

Steward Financial Group’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4K Buy
+228
New +$4.62K ﹤0.01% 748
2023
Q2 		– Sell
-223
Closed -$3K – 824
2023
Q1 		$3K Buy
223
+128
+135% +$2.34K ﹤0.01% 427
2022
Q4 		$1K Buy
+95
New +$1.65K ﹤0.01% 449

Other funds holding NWSA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

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

Steward Financial Group opened a new position in News Corp Class A (NWSA) in Q3 2023: 228 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in NWSA as recently as Q1 2023.

Steward Financial Group first reported a position in NWSA in Q4 2022 and has held it in 3 quarters since. 402 funds tracked by Wall St. Rank hold NWSA as of Q3 2023.

  • Steward Financial Group held 228 shares of News Corp Class A worth $4K as of Q3 2023.
  • News Corp Class A was a new Steward Financial Group position in Q3 2023.
  • News Corp Class A made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #748 holding.
  • Steward Financial Group first reported a position in News Corp Class A in Q4 2022 and has held it in 3 quarters since.
  • 402 funds tracked by Wall St. Rank held News Corp Class A as of Q3 2023.

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