AG
STEL

Aperio Group’s Stellar Bancorp STEL Stock Holding History

Aperio Group’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
2020
Q3 		– Sell
-20,518
Closed -$431K – 2390
2020
Q2 		$431K Buy
20,518
+8,089
+65% +$150K ﹤0.01% 1833
2020
Q1 		$221K Buy
+12,429
New +$325K ﹤0.01% 2057
2019
Q3 		– Sell
-532
Closed -$15K – 2702
2019
Q2 		$15K Buy
+532
New +$15.7K ﹤0.01% 2729

Other funds holding STEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aperio Group's STEL Position: Q3 2020 in Review

Aperio Group sold out of Stellar Bancorp (STEL) in Q3 2020, closing a stake of 20,518 shares — an estimated $431K sold.

Aperio Group first reported a position in STEL in Q2 2019 and held it in 3 quarters. The position peaked at $431K in Q2 2020. 82 funds tracked by Wall St. Rank hold STEL as of Q3 2020.

  • Aperio Group reported no remaining Stellar Bancorp position as of Q3 2020 after selling out during the quarter.
  • Aperio Group sold 20,518 Stellar Bancorp shares in Q3 2020, an estimated $431K.
  • Aperio Group first reported a position in Stellar Bancorp in Q2 2019 and held it in 3 quarters.
  • Aperio Group's Stellar Bancorp position peaked at $431K in Q2 2020.
  • 82 funds tracked by Wall St. Rank held Stellar Bancorp as of Q3 2020.

Based on Aperio Group's 13F filing for Q3 2020, filed 6 Nov 2020.