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Disciplined Investments’s StepStone Group STEP Stock Holding History

Disciplined Investments’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
2023
Q2 		– Sell
-1
Closed -$24 – 1722
2023
Q1 		$24 Buy
+1
New +$27 ﹤0.01% 1667

Other funds holding STEP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Disciplined Investments's STEP Position: Q2 2023 in Review

Disciplined Investments sold out of StepStone Group (STEP) in Q2 2023, closing a stake of 1 share — an estimated $24 sold.

Disciplined Investments first reported a position in STEP in Q1 2023 and held it in 1 quarter. The position peaked at $24 in Q1 2023. 123 funds tracked by Wall St. Rank hold STEP as of Q2 2023.

  • Disciplined Investments reported no remaining StepStone Group position as of Q2 2023 after selling out during the quarter.
  • Disciplined Investments sold 1 StepStone Group share in Q2 2023, an estimated $24.
  • Disciplined Investments first reported a position in StepStone Group in Q1 2023 and held it in 1 quarter.
  • Disciplined Investments's StepStone Group position peaked at $24 in Q1 2023.
  • 123 funds tracked by Wall St. Rank held StepStone Group as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.