SFG
TPH

Steward Financial Group’s Tri Pointe Homes TPH Stock Holding History

Steward Financial Group’s Portfolio TPH Stock Details TPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3K Buy
+130
New +$3.99K ﹤0.01% 887
2023
Q2 		– Sell
-130
Closed -$3K – 964
2023
Q1 		$3K Buy
130
+116
+829% +$2.63K ﹤0.01% 444
2022
Q4 		$0 Buy
+14
New +$243 ﹤0.01% 806

Other funds holding TPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Steward Financial Group opened a new position in Tri Pointe Homes (TPH) in Q3 2023: 130 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #887 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TPH as recently as Q1 2023.

Steward Financial Group first reported a position in TPH in Q4 2022 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold TPH as of Q3 2023.

  • Steward Financial Group held 130 shares of Tri Pointe Homes worth $3K as of Q3 2023.
  • Tri Pointe Homes was a new Steward Financial Group position in Q3 2023.
  • Tri Pointe Homes made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #887 holding.
  • Steward Financial Group first reported a position in Tri Pointe Homes in Q4 2022 and has held it in 3 quarters since.
  • 286 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q3 2023.

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