ClearBridge Investments’s StoneCo STNE Stock Holding History

ClearBridge Investments’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 Q4	–	Sell	-2,723,947	Closed	-$94.6M	–	809
2021 Q3	$94.6M	Sell	2,723,947 -117,535	-4%	-$6.1M	0.07%	242
2021 Q2	$191M	Buy	2,841,482 +74,514	+3%	+$4.83M	0.13%	161
2021 Q1	$169M	Buy	2,766,968 +132,659	+5%	+$10.4M	0.13%	162
2020 Q4	$221M	Sell	2,634,309 -330,310	-11%	-$22.1M	0.17%	125
2020 Q3	$157M	Buy	2,964,619 +287,754	+11%	+$13.7M	0.13%	144
2020 Q2	$104M	Buy	2,676,865 +355,312	+15%	+$10.4M	0.09%	183
2020 Q1	$50.5M	Buy	2,321,553 +376,862	+19%	+$14.4M	0.05%	247
2019 Q4	$77.6M	Buy	1,944,691 +384,253	+25%	+$14.1M	0.06%	241
2019 Q3	$54.3M	Buy	1,560,438 +1,476,654	+1,762%	+$49.2M	0.05%	306
2019 Q2	$2.48M	Buy	+83,784	New	+$2.46M	﹤0.01%	619

Other funds holding STNE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Kora Management Brooklyn, New York $843M AUM 11.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments's STNE Position: Q4 2021 in Review

ClearBridge Investments sold out of StoneCo (STNE) in Q4 2021, closing a stake of 2,723,947 shares — an estimated $94.6M sold.

ClearBridge Investments first reported a position in STNE in Q2 2019 and held it in 10 quarters. The position peaked at $221M in Q4 2020. 271 funds tracked by Wall St. Rank hold STNE as of Q4 2021.

ClearBridge Investments reported no remaining StoneCo position as of Q4 2021 after selling out during the quarter.
ClearBridge Investments sold 2,723,947 StoneCo shares in Q4 2021, an estimated $94.6M.
ClearBridge Investments first reported a position in StoneCo in Q2 2019 and held it in 10 quarters.
ClearBridge Investments's StoneCo position peaked at $221M in Q4 2020.
271 funds tracked by Wall St. Rank held StoneCo as of Q4 2021.

Based on ClearBridge Investments's 13F filing for Q4 2021, filed 11 Feb 2022.