CAM
STEL

ClariVest Asset Management’s Stellar Bancorp STEL Stock Holding History

ClariVest Asset 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
2021
Q1 		– Sell
-775
Closed -$20K – 802
2020
Q4 		$20K Sell
775
-156
-17% -$3.37K ﹤0.01% 494
2020
Q3 		$15K Buy
931
+180
+24% +$3.01K ﹤0.01% 455
2020
Q2 		$16K Buy
+751
New +$13.9K ﹤0.01% 540

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClariVest Asset Management's STEL Position: Q1 2021 in Review

ClariVest Asset Management sold out of Stellar Bancorp (STEL) in Q1 2021, closing a stake of 775 shares — an estimated $20K sold.

ClariVest Asset Management first reported a position in STEL in Q2 2020 and held it in 3 quarters. The position peaked at $20K in Q4 2020. 87 funds tracked by Wall St. Rank hold STEL as of Q1 2021.

  • ClariVest Asset Management reported no remaining Stellar Bancorp position as of Q1 2021 after selling out during the quarter.
  • ClariVest Asset Management sold 775 Stellar Bancorp shares in Q1 2021, an estimated $20K.
  • ClariVest Asset Management first reported a position in Stellar Bancorp in Q2 2020 and held it in 3 quarters.
  • ClariVest Asset Management's Stellar Bancorp position peaked at $20K in Q4 2020.
  • 87 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2021.

Based on ClariVest Asset Management's 13F filing for Q1 2021, filed 13 May 2021.