Advisors Capital Management’s StoneCo STNE Stock Holding History

Advisors Capital Management’s Portfolio STNE Stock Details STNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-181,482	Closed	-$6.3M	–	441
2021 Q3	$6.3M	Buy	181,482 +17,367	+11%	+$902K	0.19%	131
2021 Q2	$11M	Buy	164,115 +7,596	+5%	+$492K	0.35%	93
2021 Q1	$9.58M	Buy	156,519 +29,050	+23%	+$2.27M	0.34%	95
2020 Q4	$10.7M	Sell	127,469 -8,823	-6%	-$591K	0.41%	85
2020 Q3	$7.21M	Buy	136,292 +702	+0.5%	+$33.5K	0.34%	96
2020 Q2	$5.25M	Buy	+135,590	New	+$3.95M	0.26%	105

Other funds holding STNE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Kora Management Brooklyn, New York $843M AUM 11.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisors Capital Management's STNE Position: Q4 2021 in Review

Advisors Capital Management sold out of StoneCo (STNE) in Q4 2021, closing a stake of 181,482 shares — an estimated $6.3M sold.

Advisors Capital Management first reported a position in STNE in Q2 2020 and held it in 6 quarters. The position peaked at $11M in Q2 2021. 271 funds tracked by Wall St. Rank hold STNE as of Q4 2021.

Advisors Capital Management reported no remaining StoneCo position as of Q4 2021 after selling out during the quarter.
Advisors Capital Management sold 181,482 StoneCo shares in Q4 2021, an estimated $6.3M.
Advisors Capital Management first reported a position in StoneCo in Q2 2020 and held it in 6 quarters.
Advisors Capital Management's StoneCo position peaked at $11M in Q2 2021.
271 funds tracked by Wall St. Rank held StoneCo as of Q4 2021.

Based on Advisors Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.