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Steward Financial Group’s Patrick Industries PATK Stock Holding History

Steward Financial Group’s Portfolio PATK Stock Details PATK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+12
New +$649 ﹤0.01% 1495
2022
Q3 		– Sell
-6
Closed – – 960
2022
Q2 		$0 Buy
+6
New +$237 ﹤0.01% 1265

Other funds holding PATK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Steward Financial Group opened a new position in Patrick Industries (PATK) in Q3 2023: 12 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1495 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PATK as recently as Q2 2022.

Steward Financial Group first reported a position in PATK in Q2 2022 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold PATK as of Q3 2023.

  • Steward Financial Group held 12 shares of Patrick Industries worth $0 as of Q3 2023.
  • Patrick Industries was a new Steward Financial Group position in Q3 2023.
  • Patrick Industries made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1495 holding.
  • Steward Financial Group first reported a position in Patrick Industries in Q2 2022 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2023.

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