Steward Financial Group’s Peloton Interactive PTON Stock Holding History

Steward Financial Group’s Portfolio PTON Stock Details PTON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$0	Buy	+50	New	+$356	﹤0.01%	1514
2023 Q2	–	Sell	-13	Closed	–	–	875
2023 Q1	$0	Hold	13	–	–	﹤0.01%	875
2022 Q4	$0	Buy	+13	New	+$125	﹤0.01%	759
2022 Q3	–	Sell	-13	Closed	–	–	1019
2022 Q2	$0	Buy	+13	New	+$209	﹤0.01%	1292

Other funds holding PTON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

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

Steward Financial Group opened a new position in Peloton Interactive (PTON) in Q3 2023: 50 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1514 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PTON as recently as Q1 2023.

Steward Financial Group first reported a position in PTON in Q2 2022 and has held it in 4 quarters since. 391 funds tracked by Wall St. Rank hold PTON as of Q3 2023.

Steward Financial Group held 50 shares of Peloton Interactive worth $0 as of Q3 2023.
Peloton Interactive was a new Steward Financial Group position in Q3 2023.
Peloton Interactive made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1514 holding.
Steward Financial Group first reported a position in Peloton Interactive in Q2 2022 and has held it in 4 quarters since.
391 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2023.

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