Steward Financial Group’s Seagate STX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$6K	Buy	+105	New	+$6.76K	﹤0.01%	570
2023 Q2	–	Sell	-60	Closed	-$3K	–	942
2023 Q1	$3K	Buy	60 +23	+62%	+$1.46K	﹤0.01%	439
2022 Q4	$1K	Buy	+37	New	+$1.97K	﹤0.01%	478
2022 Q3	–	Sell	-17	Closed	-$1K	–	1162
2022 Q2	$1K	Buy	+17	New	+$1.38K	﹤0.01%	869

Other funds holding STX

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Steward Financial Group opened a new position in Seagate (STX) in Q3 2023: 105 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in STX as recently as Q1 2023.

Steward Financial Group first reported a position in STX in Q2 2022 and has held it in 4 quarters since. 654 funds tracked by Wall St. Rank hold STX as of Q3 2023.

Steward Financial Group held 105 shares of Seagate worth $6K as of Q3 2023.
Seagate was a new Steward Financial Group position in Q3 2023.
Seagate made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #570 holding.
Steward Financial Group first reported a position in Seagate in Q2 2022 and has held it in 4 quarters since.
654 funds tracked by Wall St. Rank held Seagate as of Q3 2023.

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