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Steward Financial Group’s StepStone Group STEP Stock Holding History

Steward Financial Group’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+9
New +$261 ﹤0.01% 1555
2023
Q2 		– Sell
-3
Closed – – 938
2023
Q1 		$0 Buy
+3
New +$82 ﹤0.01% 902

Other funds holding STEP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Steward Financial Group opened a new position in StepStone Group (STEP) in Q3 2023: 9 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1555 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in STEP as recently as Q1 2023.

Steward Financial Group first reported a position in STEP in Q1 2023 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold STEP as of Q3 2023.

  • Steward Financial Group held 9 shares of StepStone Group worth $0 as of Q3 2023.
  • StepStone Group was a new Steward Financial Group position in Q3 2023.
  • StepStone Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1555 holding.
  • Steward Financial Group first reported a position in StepStone Group in Q1 2023 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held StepStone Group as of Q3 2023.

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