ARK Investment Management’s StoneCo STNE Stock Holding History

ARK Investment 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
2024 Q2	–	Sell	-683,807	Closed	-$11.4M	–	196
2024 Q1	$11.4M	Sell	683,807 -1,445,495	-68%	-$24.8M	0.08%	107
2023 Q4	$38.4M	Sell	2,129,302 -38,287	-2%	-$503K	0.23%	57
2023 Q3	$23.1M	Sell	2,167,589 -72,848	-3%	-$897K	0.18%	68
2023 Q2	$28.5M	Sell	2,240,437 -121,006	-5%	-$1.51M	0.19%	64
2023 Q1	$22.5M	Sell	2,361,443 -82,012	-3%	-$785K	0.15%	69
2022 Q4	$23.1M	Sell	2,443,455 -150,722	-6%	-$1.58M	0.2%	64
2022 Q3	$24.7M	Sell	2,594,177 -40,974	-2%	-$392K	0.17%	75
2022 Q2	$26.5M	Sell	2,635,151 -40,798	-2%	-$390K	0.16%	77
2022 Q1	$31.3M	Sell	2,675,949 -99,486	-4%	-$1.3M	0.13%	89
2021 Q4	$46.8M	Buy	2,775,435 +958,002	+53%	+$24.3M	0.14%	94
2021 Q3	$63.1M	Buy	1,817,433 +1,231,863	+210%	+$63.9M	0.15%	96
2021 Q2	$39.3M	Buy	+585,570	New	+$38M	0.07%	141

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return