Ameritas Investment Partners’s StepStone Group STEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $270K | Hold |
5,666
| – | – | 0.01% | 1091 |
|
|
2025
Q4 | $364K | Sell |
5,666
-165
| -3% | -$10.4K | 0.01% | 935 |
|
|
2025
Q3 | $381K | Sell |
5,831
-575
| -9% | -$35.1K | 0.01% | 922 |
|
|
2025
Q2 | $356K | Sell |
6,406
-460
| -7% | -$24.6K | 0.01% | 979 |
|
|
2025
Q1 | $359K | Hold |
6,866
| – | – | 0.01% | 951 |
|
|
2024
Q4 | $397K | Buy |
6,866
+569
| +9% | +$35.3K | 0.01% | 946 |
|
|
2024
Q3 | $358K | Buy |
6,297
+934
| +17% | +$47.6K | 0.01% | 984 |
|
|
2024
Q2 | $246K | Hold |
5,363
| – | – | 0.01% | 1132 |
|
|
2024
Q1 | $192K | Hold |
5,363
| – | – | 0.01% | 1316 |
|
|
2023
Q4 | $171K | Hold |
5,363
| – | – | 0.01% | 1375 |
|
|
2023
Q3 | $169K | Buy |
5,363
+1,010
| +23% | +$29.3K | 0.01% | 1290 |
|
|
2023
Q2 | $108K | Hold |
4,353
| – | – | ﹤0.01% | 1546 |
|
|
2023
Q1 | $106K | Hold |
4,353
| – | – | ﹤0.01% | 1504 |
|
|
2022
Q4 | $124K | Buy |
4,353
+399
| +10% | +$11.2K | 0.01% | 1442 |
|
|
2022
Q3 | $96K | Hold |
3,954
| – | – | ﹤0.01% | 1518 |
|
|
2022
Q2 | $102K | Buy |
3,954
+412
| +12% | +$11.2K | ﹤0.01% | 1498 |
|
|
2022
Q1 | $117K | Buy |
3,542
+384
| +12% | +$13.2K | ﹤0.01% | 1533 |
|
|
2021
Q4 | $131K | Hold |
3,158
| – | – | ﹤0.01% | 1527 |
|
|
2021
Q3 | $135K | Buy |
3,158
+230
| +8% | +$10.2K | ﹤0.01% | 1503 |
|
|
2021
Q2 | $101K | Buy |
2,928
+1,300
| +80% | +$43.2K | ﹤0.01% | 1716 |
|
|
2021
Q1 | $57K | Hold |
1,628
| – | – | ﹤0.01% | 2006 |
|
|
2020
Q4 | $65K | Buy |
+1,628
| New | +$47.2K | ﹤0.01% | 1834 |
|
Other funds holding STEP
PWA
VPM
VCM
