CG
STEL

Clarus Group’s Stellar Bancorp STEL Stock Holding History

Clarus Group’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
2023
Q1 		– Sell
-223,943
Closed -$6.6M – 102
2022
Q4 		$6.6M Hold
223,943
– – 5.79% 5
2022
Q3 		$6.55M Hold
223,943
– – 5.97% 5
2022
Q2 		$5.96M Hold
223,943
– – 4.99% 5
2022
Q1 		$6.94M Buy
223,943
+1,783
+0.8% +$54.3K 4.72% 7
2021
Q4 		$6.18M Hold
222,160
– – 4.15% 8
2021
Q3 		$5.86M Hold
222,160
– – 4.05% 8
2021
Q2 		$5.98M Buy
222,160
+4,960
+2% +$149K 4.48% 7
2021
Q1 		$6.86M Hold
217,200
– – 5.71% 5
2020
Q4 		$6.04M Buy
+217,200
New +$4.69M 5.22% 6

Other funds holding STEL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return