SFG
WHD icon

Steward Financial Group’s Cactus WHD Stock Holding History

Steward Financial Group’s Portfolio WHD Stock Details WHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1K Buy
+31
New +$1.56K ﹤0.01% 1288
2022
Q3 		– Sell
-1
Closed – – 1322
2022
Q2 		$0 Buy
+1
New +$50 ﹤0.01% 1408

Other funds holding WHD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Steward Financial Group opened a new position in Cactus (WHD) in Q3 2023: 31 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1288 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WHD as recently as Q2 2022.

Steward Financial Group first reported a position in WHD in Q2 2022 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold WHD as of Q3 2023.

  • Steward Financial Group held 31 shares of Cactus worth $1K as of Q3 2023.
  • Cactus was a new Steward Financial Group position in Q3 2023.
  • Cactus made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1288 holding.
  • Steward Financial Group first reported a position in Cactus in Q2 2022 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Cactus as of Q3 2023.

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