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Steward Financial Group’s Gibraltar Industries ROCK Stock Holding History

Steward Financial Group’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4K Buy
+63
New +$4.31K ﹤0.01% 759
2022
Q3 		– Sell
-34
Closed -$1K – 1059
2022
Q2 		$1K Buy
+34
New +$1.39K ﹤0.01% 842

Other funds holding ROCK

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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 ROCK Position: Q3 2023 in Review

Steward Financial Group opened a new position in Gibraltar Industries (ROCK) in Q3 2023: 63 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #759 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ROCK as recently as Q2 2022.

Steward Financial Group first reported a position in ROCK in Q2 2022 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold ROCK as of Q3 2023.

  • Steward Financial Group held 63 shares of Gibraltar Industries worth $4K as of Q3 2023.
  • Gibraltar Industries was a new Steward Financial Group position in Q3 2023.
  • Gibraltar Industries made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #759 holding.
  • Steward Financial Group first reported a position in Gibraltar Industries in Q2 2022 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held Gibraltar Industries as of Q3 2023.

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