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Steward Financial Group’s Tootsie Roll Industries TR Stock Holding History

Steward Financial Group’s Portfolio TR Stock Details TR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+17
New +$509 ﹤0.01% 1563
2022
Q3 		– Sell
-18
Closed – – 1208
2022
Q2 		$0 Buy
+18
New +$544 ﹤0.01% 1369

Other funds holding TR

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Steward Financial Group opened a new position in Tootsie Roll Industries (TR) in Q3 2023: 17 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1563 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TR as recently as Q2 2022.

Steward Financial Group first reported a position in TR in Q2 2022 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold TR as of Q3 2023.

  • Steward Financial Group held 17 shares of Tootsie Roll Industries worth $0 as of Q3 2023.
  • Tootsie Roll Industries was a new Steward Financial Group position in Q3 2023.
  • Tootsie Roll Industries made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1563 holding.
  • Steward Financial Group first reported a position in Tootsie Roll Industries in Q2 2022 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2023.

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