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Steward Financial Group’s West Pharmaceutical WST Stock Holding History

Steward Financial Group’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$9K Buy
+26
New +$10.1K ﹤0.01% 424
2022
Q3 		– Sell
-14
Closed -$4K – 1344
2022
Q2 		$4K Buy
+14
New +$4.55K ﹤0.01% 409

Other funds holding WST

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Steward Financial Group opened a new position in West Pharmaceutical (WST) in Q3 2023: 26 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WST as recently as Q2 2022.

Steward Financial Group first reported a position in WST in Q2 2022 and has held it in 2 quarters since. 757 funds tracked by Wall St. Rank hold WST as of Q3 2023.

  • Steward Financial Group held 26 shares of West Pharmaceutical worth $9K as of Q3 2023.
  • West Pharmaceutical was a new Steward Financial Group position in Q3 2023.
  • West Pharmaceutical made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #424 holding.
  • Steward Financial Group first reported a position in West Pharmaceutical in Q2 2022 and has held it in 2 quarters since.
  • 757 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2023.

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