Steward Financial Group’s Sprouts Farmers Market SFM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$4K	Buy	+106	New	+$4.16K	﹤0.01%	761
2023 Q2	–	Sell	-108	Closed	-$3K	–	913
2023 Q1	$3K	Buy	108 +71	+192%	+$2.3K	﹤0.01%	436
2022 Q4	$1K	Buy	+37	New	+$1.15K	﹤0.01%	472
2022 Q3	–	Sell	-9	Closed	–	–	1102
2022 Q2	$0	Buy	+9	New	+$250	﹤0.01%	1320

Other funds holding SFM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Steward Financial Group opened a new position in Sprouts Farmers Market (SFM) in Q3 2023: 106 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SFM as recently as Q1 2023.

Steward Financial Group first reported a position in SFM in Q2 2022 and has held it in 4 quarters since. 418 funds tracked by Wall St. Rank hold SFM as of Q3 2023.

Steward Financial Group held 106 shares of Sprouts Farmers Market worth $4K as of Q3 2023.
Sprouts Farmers Market was a new Steward Financial Group position in Q3 2023.
Sprouts Farmers Market made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #761 holding.
Steward Financial Group first reported a position in Sprouts Farmers Market in Q2 2022 and has held it in 4 quarters since.
418 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2023.

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