Steward Financial Group’s Worthington Enterprises WOR Stock Holding History

Steward Financial Group’s Portfolio WOR Stock Details WOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2K	Buy	+70	New	+$3.08K	﹤0.01%	1064

Other funds holding WOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Steward Financial Group opened a new position in Worthington Enterprises (WOR) in Q3 2023: 70 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1064 among its holdings.

275 funds tracked by Wall St. Rank hold WOR as of Q3 2023.

Steward Financial Group held 70 shares of Worthington Enterprises worth $2K as of Q3 2023.
Worthington Enterprises was a new Steward Financial Group position in Q3 2023.
Worthington Enterprises made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1064 holding.
275 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2023.

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