CX Institutional’s StepStone Group STEP Stock Holding History

CX Institutional’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 Q3	–	Sell	-6,091	Closed	-$159K	–	1046
2022 Q2	$159K	Buy	+6,091	New	+$166K	0.01%	472

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

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

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

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

CX Institutional's STEP Position: Q3 2022 in Review

CX Institutional sold out of StepStone Group (STEP) in Q3 2022, closing a stake of 6,091 shares — an estimated $159K sold.

CX Institutional first reported a position in STEP in Q2 2022 and held it in 1 quarter. The position peaked at $159K in Q2 2022. 124 funds tracked by Wall St. Rank hold STEP as of Q3 2022.

CX Institutional reported no remaining StepStone Group position as of Q3 2022 after selling out during the quarter.
CX Institutional sold 6,091 StepStone Group shares in Q3 2022, an estimated $159K.
CX Institutional first reported a position in StepStone Group in Q2 2022 and held it in 1 quarter.
CX Institutional's StepStone Group position peaked at $159K in Q2 2022.
124 funds tracked by Wall St. Rank held StepStone Group as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.