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Baystate Wealth Management’s Stevanato STVN Stock Holding History

Baystate Wealth Management’s Portfolio STVN Stock Details STVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-216
Closed -$6.99K – 1095
2023
Q2 		$6.99K Hold
216
– – ﹤0.01% 637
2023
Q1 		$5.59K Buy
+216
New +$4.63K ﹤0.01% 665

Other funds holding STVN

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Baystate Wealth Management's STVN Position: Q3 2023 in Review

Baystate Wealth Management sold out of Stevanato (STVN) in Q3 2023, closing a stake of 216 shares — an estimated $6.99K sold.

Baystate Wealth Management first reported a position in STVN in Q1 2023 and held it in 2 quarters. The position peaked at $6.99K in Q2 2023. 126 funds tracked by Wall St. Rank hold STVN as of Q3 2023.

  • Baystate Wealth Management reported no remaining Stevanato position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 216 Stevanato shares in Q3 2023, an estimated $6.99K.
  • Baystate Wealth Management first reported a position in Stevanato in Q1 2023 and held it in 2 quarters.
  • Baystate Wealth Management's Stevanato position peaked at $6.99K in Q2 2023.
  • 126 funds tracked by Wall St. Rank held Stevanato as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.