Cerity Partners’s StoneCo STNE Stock Holding History

Cerity Partners’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
2025 Q1	–	Sell	-33,318	Closed	-$278K	–	2622
2024 Q4	$278K	Buy	+33,318	New	+$338K	﹤0.01%	2072

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners's STNE Position: Q1 2025 in Review

Cerity Partners sold out of StoneCo (STNE) in Q1 2025, closing a stake of 33,318 shares — an estimated $278K sold.

Cerity Partners first reported a position in STNE in Q4 2024 and held it in 1 quarter. The position peaked at $278K in Q4 2024. 252 funds tracked by Wall St. Rank hold STNE as of Q1 2025.

Cerity Partners reported no remaining StoneCo position as of Q1 2025 after selling out during the quarter.
Cerity Partners sold 33,318 StoneCo shares in Q1 2025, an estimated $278K.
Cerity Partners first reported a position in StoneCo in Q4 2024 and held it in 1 quarter.
Cerity Partners's StoneCo position peaked at $278K in Q4 2024.
252 funds tracked by Wall St. Rank held StoneCo as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.