Creative Financial Designs’s StepStone Group STEP Stock Holding History

Creative Financial Designs’s Portfolio STEP Stock Details STEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-134	Closed	-$3K	–	1351
2022 Q3	$3K	Buy	134 +1	+0.8%	+$27	﹤0.01%	1136
2022 Q2	$3K	Buy	133 +1	+0.8%	+$27	﹤0.01%	1093
2022 Q1	$4K	Buy	132 +1	+0.8%	+$34	﹤0.01%	1088
2021 Q4	$5K	Hold	131	–	–	﹤0.01%	1031
2021 Q3	$6K	Buy	+131	New	+$5.79K	﹤0.01%	1130

Other funds holding STEP

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Creative Financial Designs's STEP Position: Q4 2022 in Review

Creative Financial Designs sold out of StepStone Group (STEP) in Q4 2022, closing a stake of 134 shares — an estimated $3K sold.

Creative Financial Designs first reported a position in STEP in Q3 2021 and held it in 5 quarters. The position peaked at $6K in Q3 2021. 118 funds tracked by Wall St. Rank hold STEP as of Q4 2022.

Creative Financial Designs reported no remaining StepStone Group position as of Q4 2022 after selling out during the quarter.
Creative Financial Designs sold 134 StepStone Group shares in Q4 2022, an estimated $3K.
Creative Financial Designs first reported a position in StepStone Group in Q3 2021 and held it in 5 quarters.
Creative Financial Designs's StepStone Group position peaked at $6K in Q3 2021.
118 funds tracked by Wall St. Rank held StepStone Group as of Q4 2022.

Based on Creative Financial Designs's 13F filing for Q4 2022, filed 1 Feb 2023.