DA
STEL

Doliver Advisors’s Stellar Bancorp STEL Stock Holding History

Doliver 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
2024
Q2 		– Sell
-14,432
Closed -$352K – 152
2024
Q1 		$352K Hold
14,432
– – 0.1% 116
2023
Q4 		$402K Hold
14,432
– – 0.12% 106
2023
Q3 		$308K Hold
14,432
– – 0.09% 119
2023
Q2 		$330K Buy
14,432
+1,100
+8% +$25.6K 0.1% 129
2023
Q1 		$328K Hold
13,332
– – 0.1% 120
2022
Q4 		$393K Buy
+13,332
New +$413K 0.13% 95

Other funds holding STEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Doliver Advisors's STEL Position: Q2 2024 in Review

Doliver Advisors sold out of Stellar Bancorp (STEL) in Q2 2024, closing a stake of 14,432 shares — an estimated $352K sold.

Doliver Advisors first reported a position in STEL in Q4 2022 and held it in 6 quarters. The position peaked at $402K in Q4 2023. 163 funds tracked by Wall St. Rank hold STEL as of Q2 2024.

  • Doliver Advisors reported no remaining Stellar Bancorp position as of Q2 2024 after selling out during the quarter.
  • Doliver Advisors sold 14,432 Stellar Bancorp shares in Q2 2024, an estimated $352K.
  • Doliver Advisors first reported a position in Stellar Bancorp in Q4 2022 and held it in 6 quarters.
  • Doliver Advisors's Stellar Bancorp position peaked at $402K in Q4 2023.
  • 163 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2024.

Based on Doliver Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.