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Steward Financial Group’s Tidewater TDW Stock Holding History

Steward Financial Group’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1K Buy
+21
New +$1.33K ﹤0.01% 1261
2023
Q2 		– Sell
-3
Closed – – 954
2023
Q1 		$0 Buy
+3
New +$129 ﹤0.01% 907

Other funds holding TDW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Steward Financial Group opened a new position in Tidewater (TDW) in Q3 2023: 21 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1261 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TDW as recently as Q1 2023.

Steward Financial Group first reported a position in TDW in Q1 2023 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold TDW as of Q3 2023.

  • Steward Financial Group held 21 shares of Tidewater worth $1K as of Q3 2023.
  • Tidewater was a new Steward Financial Group position in Q3 2023.
  • Tidewater made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1261 holding.
  • Steward Financial Group first reported a position in Tidewater in Q1 2023 and has held it in 2 quarters since.
  • 264 funds tracked by Wall St. Rank held Tidewater as of Q3 2023.

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