CFM
STEL

Catalyst Funds Management’s Stellar Bancorp STEL Stock Holding History

Catalyst Funds Management’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-300
Closed -$6.89K – 1589
2024
Q2 		$6.89K Sell
300
-1,400
-82% -$31.8K ﹤0.01% 999
2024
Q1 		$41.4K Buy
+1,700
New +$42.3K 0.01% 609

Other funds holding STEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Catalyst Funds Management's STEL Position: Q3 2024 in Review

Catalyst Funds Management sold out of Stellar Bancorp (STEL) in Q3 2024, closing a stake of 300 shares — an estimated $6.89K sold.

Catalyst Funds Management first reported a position in STEL in Q1 2024 and held it in 2 quarters. The position peaked at $41.4K in Q1 2024. 174 funds tracked by Wall St. Rank hold STEL as of Q3 2024.

  • Catalyst Funds Management reported no remaining Stellar Bancorp position as of Q3 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 300 Stellar Bancorp shares in Q3 2024, an estimated $6.89K.
  • Catalyst Funds Management first reported a position in Stellar Bancorp in Q1 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Stellar Bancorp position peaked at $41.4K in Q1 2024.
  • 174 funds tracked by Wall St. Rank held Stellar Bancorp as of Q3 2024.

Based on Catalyst Funds Management's 13F filing for Q3 2024, filed 14 Nov 2024.