SFG
PR

Steward Financial Group’s Permian Resources PR Stock Holding History

Steward Financial Group’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1K Buy
+120
New +$1.51K ﹤0.01% 1240
2023
Q2 		– Sell
-165
Closed -$1K – 866
2023
Q1 		$1K Buy
+165
New +$1.69K ﹤0.01% 651
2022
Q3 		– Sell
-70
Closed – – 1005
2022
Q2 		$0 Buy
+70
New +$559 ﹤0.01% 1283

Other funds holding PR

RH
Riverstone Holdings New York $36.9M AUM 80.85% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

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

Steward Financial Group opened a new position in Permian Resources (PR) in Q3 2023: 120 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1240 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PR as recently as Q1 2023.

Steward Financial Group first reported a position in PR in Q2 2022 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold PR as of Q3 2023.

  • Steward Financial Group held 120 shares of Permian Resources worth $1K as of Q3 2023.
  • Permian Resources was a new Steward Financial Group position in Q3 2023.
  • Permian Resources made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1240 holding.
  • Steward Financial Group first reported a position in Permian Resources in Q2 2022 and has held it in 3 quarters since.
  • 329 funds tracked by Wall St. Rank held Permian Resources as of Q3 2023.

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