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Benjamin F. Edwards & Company’s StepStone Group STEP Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$15K Buy
323
+184
+132% +$7.23K ﹤0.01% 1616
2024
Q1 		$5K Buy
+139
New +$4.7K ﹤0.01% 1886

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Benjamin F. Edwards & Company's STEP Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its StepStone Group (STEP) stake by 132% in Q2 2024, buying an estimated $7.23K and bringing the position to 323 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Benjamin F. Edwards & Company first reported a position in STEP in Q1 2024 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold STEP as of Q2 2024.

  • Benjamin F. Edwards & Company held 323 shares of StepStone Group worth $15K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 184 StepStone Group shares in Q2 2024, an estimated $7.23K.
  • StepStone Group made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1616 holding.
  • Benjamin F. Edwards & Company first reported a position in StepStone Group in Q1 2024 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held StepStone Group as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.