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Bell Investment Advisors’s StepStone Group STEP Stock Holding History

Bell Investment Advisors’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-102
Closed -$6.55K – 1937
2025
Q4 		$6.55K Buy
+102
New +$6.45K ﹤0.01% 873
2023
Q4 		– Sell
-105
Closed -$3.32K – 1991
2023
Q3 		$3.32K Buy
+105
New +$3.05K ﹤0.01% 1021
2023
Q1 		– Sell
-21
Closed -$529 – 1976
2022
Q4 		$529 Buy
21
+5
+31% +$140 ﹤0.01% 1797
2022
Q3 		$0 Sell
16
-4
-20% -$109 ﹤0.01% 1942
2022
Q2 		$1K Buy
+20
New +$544 ﹤0.01% 1607

Other funds holding STEP

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PWA
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Wellington Management Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return