SFG
WIRE

Steward Financial Group’s Encore Wire Corp WIRE Stock Holding History

Steward Financial Group’s Portfolio WIRE Stock Details WIRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2K Buy
+11
New +$1.87K ﹤0.01% 1075
2022
Q3 		– Sell
-5
Closed – – 1415
2022
Q2 		$0 Buy
+5
New +$591 ﹤0.01% 1458

Other funds holding WIRE

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 WIRE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Encore Wire Corp (WIRE) in Q3 2023: 11 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1075 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WIRE as recently as Q2 2022.

Steward Financial Group first reported a position in WIRE in Q2 2022 and has held it in 2 quarters since. 340 funds tracked by Wall St. Rank hold WIRE as of Q3 2023.

  • Steward Financial Group held 11 shares of Encore Wire Corp worth $2K as of Q3 2023.
  • Encore Wire Corp was a new Steward Financial Group position in Q3 2023.
  • Encore Wire Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1075 holding.
  • Steward Financial Group first reported a position in Encore Wire Corp in Q2 2022 and has held it in 2 quarters since.
  • 340 funds tracked by Wall St. Rank held Encore Wire Corp as of Q3 2023.

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