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Doliver Advisors’s StoneCo STNE Stock Holding History

Doliver Advisors’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
2023
Q4 		– Sell
-11,254
Closed -$120K – 153
2023
Q3 		$120K Sell
11,254
-270
-2% -$3.32K 0.04% 142
2023
Q2 		$147K Hold
11,524
– – 0.04% 160
2023
Q1 		$110K Sell
11,524
-140
-1% -$1.34K 0.03% 164
2022
Q4 		$110K Sell
11,664
-11,615
-50% -$122K 0.04% 149
2022
Q3 		$222K Sell
23,279
-960
-4% -$9.19K 0.08% 132
2022
Q2 		$187K Sell
24,239
-560
-2% -$5.36K 0.07% 152
2022
Q1 		$290K Sell
24,799
-2,125
-8% -$27.8K 0.09% 137
2021
Q4 		$361K Sell
26,924
-4,608
-15% -$117K 0.11% 114
2021
Q3 		$1.09M Buy
31,532
+8,117
+35% +$421K 0.37% 55
2021
Q2 		$1.57M Buy
23,415
+4,327
+23% +$281K 0.52% 31
2021
Q1 		$1.17M Buy
+19,088
New +$1.49M 0.43% 41

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return

Doliver Advisors's STNE Position: Q4 2023 in Review

Doliver Advisors sold out of StoneCo (STNE) in Q4 2023, closing a stake of 11,254 shares — an estimated $120K sold.

Doliver Advisors first reported a position in STNE in Q1 2021 and held it in 11 quarters. The position peaked at $1.57M in Q2 2021. 282 funds tracked by Wall St. Rank hold STNE as of Q4 2023.

  • Doliver Advisors reported no remaining StoneCo position as of Q4 2023 after selling out during the quarter.
  • Doliver Advisors sold 11,254 StoneCo shares in Q4 2023, an estimated $120K.
  • Doliver Advisors first reported a position in StoneCo in Q1 2021 and held it in 11 quarters.
  • Doliver Advisors's StoneCo position peaked at $1.57M in Q2 2021.
  • 282 funds tracked by Wall St. Rank held StoneCo as of Q4 2023.

Based on Doliver Advisors's 13F filing for Q4 2023, filed 3 Jan 2024.