Balasa Dinverno & Foltz’s Stellantis STLA Stock Holding History

Balasa Dinverno & Foltz’s Portfolio STLA Stock Details STLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$209K	Buy	17,614 +6,625	+60%	+$89K	0.01%	322
2022 Q2	$136K	Buy	+10,989	New	+$155K	0.01%	327

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.65B AUM 19.85% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Balasa Dinverno & Foltz's STLA Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its Stellantis (STLA) stake by 60% in Q3 2022, buying an estimated $89K and bringing the position to 17,614 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #322.

Balasa Dinverno & Foltz first reported a position in STLA in Q2 2022 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold STLA as of Q3 2022.

Balasa Dinverno & Foltz held 17,614 shares of Stellantis worth $209K as of Q3 2022.
Balasa Dinverno & Foltz bought 6,625 Stellantis shares in Q3 2022, an estimated $89K.
Stellantis made up 0.01% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #322 holding.
Balasa Dinverno & Foltz first reported a position in Stellantis in Q2 2022 and has held it in 2 quarters since.
331 funds tracked by Wall St. Rank held Stellantis as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.