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Steward Financial Group’s Reliance Steel & Aluminium RS Stock Holding History

Steward Financial Group’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$15K Buy
58
+9
+18% +$2.5K ﹤0.01% 297
2023
Q2 		$13K Buy
+49
New +$12.1K ﹤0.01% 322
2022
Q3 		– Sell
-32
Closed -$5K – 1068
2022
Q2 		$5K Buy
+32
New +$5.98K ﹤0.01% 347

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Steward Financial Group increased its Reliance Steel & Aluminium (RS) stake by 18% in Q3 2023, buying an estimated $2.5K and bringing the position to 58 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Steward Financial Group first reported a position in RS in Q2 2022 and has held it in 3 quarters since. 531 funds tracked by Wall St. Rank hold RS as of Q3 2023.

  • Steward Financial Group held 58 shares of Reliance Steel & Aluminium worth $15K as of Q3 2023.
  • Steward Financial Group bought 9 Reliance Steel & Aluminium shares in Q3 2023, an estimated $2.5K.
  • Reliance Steel & Aluminium made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #297 holding.
  • Steward Financial Group first reported a position in Reliance Steel & Aluminium in Q2 2022 and has held it in 3 quarters since.
  • 531 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q3 2023.

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