Asset Dedication LLC’s StoneCo STNE Stock Holding History

Asset Dedication LLC’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
2021 Q4	–	Sell	-1	Closed	–	–	1029
2021 Q3	$0	Buy	+1	New	+$52	﹤0.01%	1027
2020 Q4	–	Sell	-400	Closed	-$21K	–	810
2020 Q3	$21K	Buy	+400	New	+$19.1K	﹤0.01%	441

Other funds holding STNE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Kora Management Brooklyn, New York $702M AUM 17.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Asset Dedication LLC's STNE Position: Q4 2021 in Review

Asset Dedication LLC sold out of StoneCo (STNE) in Q4 2021, closing a stake of 1 share.

Asset Dedication LLC first reported a position in STNE in Q3 2020 and held it in 2 quarters. The position peaked at $21K in Q3 2020. 270 funds tracked by Wall St. Rank hold STNE as of Q4 2021.

Asset Dedication LLC reported no remaining StoneCo position as of Q4 2021 after selling out during the quarter.
Asset Dedication LLC sold 1 StoneCo share in Q4 2021.
Asset Dedication LLC first reported a position in StoneCo in Q3 2020 and held it in 2 quarters.
Asset Dedication LLC's StoneCo position peaked at $21K in Q3 2020.
270 funds tracked by Wall St. Rank held StoneCo as of Q4 2021.

Based on Asset Dedication LLC's 13F filing for Q4 2021, filed 21 Jan 2022.