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Diversified Trust’s StoneCo STNE Stock Holding History

Diversified Trust’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
2024
Q2 		– Sell
-38,155
Closed -$634K – 940
2024
Q1 		$634K Buy
38,155
+2,608
+7% +$44.7K 0.02% 449
2023
Q4 		$641K Buy
35,547
+1,151
+3% +$15.1K 0.02% 419
2023
Q3 		$367K Buy
34,396
+8,170
+31% +$101K 0.01% 558
2023
Q2 		$334K Buy
+26,226
New +$327K 0.01% 583

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Diversified Trust's STNE Position: Q2 2024 in Review

Diversified Trust sold out of StoneCo (STNE) in Q2 2024, closing a stake of 38,155 shares — an estimated $634K sold.

Diversified Trust first reported a position in STNE in Q2 2023 and held it in 4 quarters. The position peaked at $641K in Q4 2023. 283 funds tracked by Wall St. Rank hold STNE as of Q2 2024.

  • Diversified Trust reported no remaining StoneCo position as of Q2 2024 after selling out during the quarter.
  • Diversified Trust sold 38,155 StoneCo shares in Q2 2024, an estimated $634K.
  • Diversified Trust first reported a position in StoneCo in Q2 2023 and held it in 4 quarters.
  • Diversified Trust's StoneCo position peaked at $641K in Q4 2023.
  • 283 funds tracked by Wall St. Rank held StoneCo as of Q2 2024.

Based on Diversified Trust's 13F filing for Q2 2024, filed 16 Jul 2024.