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Steward Financial Group’s WD-40 WDFC Stock Holding History

Steward Financial Group’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1K Buy
+9
New +$1.93K ﹤0.01% 1285
2022
Q3 		– Sell
-5
Closed -$1K – 1313
2022
Q2 		$1K Buy
+5
New +$933 ﹤0.01% 897

Other funds holding WDFC

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Steward Financial Group opened a new position in WD-40 (WDFC) in Q3 2023: 9 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1285 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WDFC as recently as Q2 2022.

Steward Financial Group first reported a position in WDFC in Q2 2022 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold WDFC as of Q3 2023.

  • Steward Financial Group held 9 shares of WD-40 worth $1K as of Q3 2023.
  • WD-40 was a new Steward Financial Group position in Q3 2023.
  • WD-40 made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1285 holding.
  • Steward Financial Group first reported a position in WD-40 in Q2 2022 and has held it in 2 quarters since.
  • 306 funds tracked by Wall St. Rank held WD-40 as of Q3 2023.

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