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Steward Financial Group’s Packaging Corp of America PKG Stock Holding History

Steward Financial Group’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$10K Buy
+71
New +$10.4K ﹤0.01% 388
2022
Q3 		– Sell
-54
Closed -$7K – 986
2022
Q2 		$7K Buy
+54
New +$8.34K 0.01% 293

Other funds holding PKG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 PKG Position: Q3 2023 in Review

Steward Financial Group opened a new position in Packaging Corp of America (PKG) in Q3 2023: 71 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #388 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PKG as recently as Q2 2022.

Steward Financial Group first reported a position in PKG in Q2 2022 and has held it in 2 quarters since. 642 funds tracked by Wall St. Rank hold PKG as of Q3 2023.

  • Steward Financial Group held 71 shares of Packaging Corp of America worth $10K as of Q3 2023.
  • Packaging Corp of America was a new Steward Financial Group position in Q3 2023.
  • Packaging Corp of America made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #388 holding.
  • Steward Financial Group first reported a position in Packaging Corp of America in Q2 2022 and has held it in 2 quarters since.
  • 642 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2023.

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