Steward Financial Group’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$12K	Buy	+187	New	+$13.2K	﹤0.01%	337
2022 Q3	–	Sell	-31	Closed	-$1K	–	1161
2022 Q2	$1K	Buy	+31	New	+$2.19K	﹤0.01%	868

Other funds holding STT

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Steward Financial Group opened a new position in State Street (STT) in Q3 2023: 187 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in STT as recently as Q2 2022.

Steward Financial Group first reported a position in STT in Q2 2022 and has held it in 2 quarters since. 839 funds tracked by Wall St. Rank hold STT as of Q3 2023.

Steward Financial Group held 187 shares of State Street worth $12K as of Q3 2023.
State Street was a new Steward Financial Group position in Q3 2023.
State Street made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #337 holding.
Steward Financial Group first reported a position in State Street in Q2 2022 and has held it in 2 quarters since.
839 funds tracked by Wall St. Rank held State Street as of Q3 2023.

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