AJOVista’s Stellar Bancorp STEL Stock Holding History

AJOVista’s Portfolio STEL Stock Details STEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-650	Closed	-$18.1K	–	376
2023 Q4	$18.1K	Buy	+650	New	+$15.6K	0.02%	368

Other funds holding STEL

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

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

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

AJOVista's STEL Position: Q1 2024 in Review

AJOVista sold out of Stellar Bancorp (STEL) in Q1 2024, closing a stake of 650 shares — an estimated $18.1K sold.

AJOVista first reported a position in STEL in Q4 2023 and held it in 1 quarter. The position peaked at $18.1K in Q4 2023. 164 funds tracked by Wall St. Rank hold STEL as of Q1 2024.

AJOVista reported no remaining Stellar Bancorp position as of Q1 2024 after selling out during the quarter.
AJOVista sold 650 Stellar Bancorp shares in Q1 2024, an estimated $18.1K.
AJOVista first reported a position in Stellar Bancorp in Q4 2023 and held it in 1 quarter.
AJOVista's Stellar Bancorp position peaked at $18.1K in Q4 2023.
164 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.