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Steward Financial Group’s Ormat Technologies ORA Stock Holding History

Steward Financial Group’s Portfolio ORA Stock Details ORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1K Buy
+20
New +$1.55K ﹤0.01% 1228
2022
Q3 		– Sell
-27
Closed -$2K – 943
2022
Q2 		$2K Buy
+27
New +$2.13K ﹤0.01% 590

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OC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Steward Financial Group opened a new position in Ormat Technologies (ORA) in Q3 2023: 20 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1228 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ORA as recently as Q2 2022.

Steward Financial Group first reported a position in ORA in Q2 2022 and has held it in 2 quarters since. The position peaked at $2K in Q2 2022. 283 funds tracked by Wall St. Rank hold ORA as of Q3 2023.

  • Steward Financial Group held 20 shares of Ormat Technologies worth $1K as of Q3 2023.
  • Ormat Technologies was a new Steward Financial Group position in Q3 2023.
  • Ormat Technologies made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1228 holding.
  • Steward Financial Group first reported a position in Ormat Technologies in Q2 2022 and has held it in 2 quarters since.
  • Steward Financial Group's Ormat Technologies position peaked at $2K in Q2 2022.
  • 283 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2023.

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