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Advisory Research’s Stellantis STLA Stock Holding History

Advisory Research’s Portfolio STLA Stock Details STLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,920
Closed -$217K – 165
2024
Q2 		$217K Buy
10,920
+3,556
+48% +$82.3K 0.04% 155
2024
Q1 		$208K Sell
7,364
-22,651
-75% -$564K 0.04% 151
2023
Q4 		$700K Buy
30,015
+1,326
+5% +$27.4K 0.11% 196
2023
Q3 		$549K Sell
28,689
-7,492
-21% -$140K 0.08% 264
2023
Q2 		$635K Buy
36,181
+8,384
+30% +$141K 0.08% 261
2023
Q1 		$506K Buy
27,797
+6,868
+33% +$115K 0.08% 243
2022
Q4 		$297K Buy
20,929
+1,098
+6% +$15.3K 0.03% 300
2022
Q3 		$235K Buy
+19,831
New +$266K 0.02% 294
2022
Q2 		– Sell
-10,200
Closed -$166K – 425
2022
Q1 		$166K Sell
10,200
-675,764
-99% -$12.4M 0.01% 344
2021
Q4 		$12.9M Sell
685,964
-11,575
-2% -$223K 1.01% 24
2021
Q3 		$13.3M Buy
697,539
+2,629
+0.4% +$52K 0.86% 36
2021
Q2 		$13.7M Sell
694,910
-1,415
-0.2% -$26.6K 0.9% 30
2021
Q1 		$12.4M Buy
+696,325
New +$11.7M 0.87% 37

Other funds holding STLA

B
Bpifrance Maisons Alfort, Cedex, France $1.36B AUM 21.86% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Research's STLA Position: Q3 2024 in Review

Advisory Research sold out of Stellantis (STLA) in Q3 2024, closing a stake of 10,920 shares — an estimated $217K sold.

Advisory Research first reported a position in STLA in Q1 2021 and held it in 13 quarters. The position peaked at $13.7M in Q2 2021. 436 funds tracked by Wall St. Rank hold STLA as of Q3 2024.

  • Advisory Research reported no remaining Stellantis position as of Q3 2024 after selling out during the quarter.
  • Advisory Research sold 10,920 Stellantis shares in Q3 2024, an estimated $217K.
  • Advisory Research first reported a position in Stellantis in Q1 2021 and held it in 13 quarters.
  • Advisory Research's Stellantis position peaked at $13.7M in Q2 2021.
  • 436 funds tracked by Wall St. Rank held Stellantis as of Q3 2024.

Based on Advisory Research's 13F filing for Q3 2024, filed 14 Nov 2024.