DA
STEL

Denali Advisors’s Stellar Bancorp STEL Stock Holding History

Denali Advisors’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
2022
Q2 		– Sell
-3,400
Closed -$105K – 417
2022
Q1 		$105K Hold
3,400
– – 0.04% 192
2021
Q4 		$99K Buy
+3,400
New +$95.9K 0.04% 194
2021
Q1 		– Sell
-2,830
Closed -$72K – 417
2020
Q4 		$72K Sell
2,830
-870
-24% -$18.8K 0.01% 276
2020
Q3 		$60K Buy
3,700
+560
+18% +$9.37K 0.01% 289
2020
Q2 		$66K Buy
+3,140
New +$58.1K 0.01% 316

Other funds holding STEL

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Denali Advisors's STEL Position: Q2 2022 in Review

Denali Advisors sold out of Stellar Bancorp (STEL) in Q2 2022, closing a stake of 3,400 shares — an estimated $105K sold.

Denali Advisors first reported a position in STEL in Q2 2020 and held it in 5 quarters. The position peaked at $105K in Q1 2022. 99 funds tracked by Wall St. Rank hold STEL as of Q2 2022.

  • Denali Advisors reported no remaining Stellar Bancorp position as of Q2 2022 after selling out during the quarter.
  • Denali Advisors sold 3,400 Stellar Bancorp shares in Q2 2022, an estimated $105K.
  • Denali Advisors first reported a position in Stellar Bancorp in Q2 2020 and held it in 5 quarters.
  • Denali Advisors's Stellar Bancorp position peaked at $105K in Q1 2022.
  • 99 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2022.

Based on Denali Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.