BCA
STNE icon

Berman Capital Advisors’s StoneCo STNE Stock Holding History

Berman Capital Advisors’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
Q3 		$16K Sell
485
-83
-15% -$4.31K ﹤0.01% 1059
2021
Q2 		$38K Buy
568
+221
+64% +$14.3K 0.01% 685
2021
Q1 		$21K Hold
347
– – ﹤0.01% 780
2020
Q4 		$29K Buy
+347
New +$23.2K 0.01% 566

Other funds holding STNE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's STNE Position: Q3 2021 in Review

Berman Capital Advisors reduced its StoneCo (STNE) stake by 15% in Q3 2021, selling an estimated $4.31K and leaving 485 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Berman Capital Advisors first reported a position in STNE in Q4 2020 and has held it in 4 quarters since. The position peaked at $38K in Q2 2021. 296 funds tracked by Wall St. Rank hold STNE as of Q3 2021.

  • Berman Capital Advisors held 485 shares of StoneCo worth $16K as of Q3 2021.
  • Berman Capital Advisors sold 83 StoneCo shares in Q3 2021, an estimated $4.31K.
  • StoneCo made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1059 holding.
  • Berman Capital Advisors first reported a position in StoneCo in Q4 2020 and has held it in 4 quarters since.
  • Berman Capital Advisors's StoneCo position peaked at $38K in Q2 2021.
  • 296 funds tracked by Wall St. Rank held StoneCo as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.