Ellevest Inc’s StoneCo STNE Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-155	Closed	-$1.48K	–	1460
2023 Q1	$1.48K	Buy	+155	New	+$1.48K	﹤0.01%	1510
2022 Q1	–	Sell	-23	Closed	–	–	1622
2021 Q4	$0	Sell	23 -642	-97%	-$16.3K	﹤0.01%	1640
2021 Q3	$23K	Buy	665 +40	+6%	+$2.08K	﹤0.01%	643
2021 Q2	$42K	Buy	625 +215	+52%	+$13.9K	﹤0.01%	508
2021 Q1	$25K	Buy	+410	New	+$32K	﹤0.01%	617

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Ellevest Inc's STNE Position: Q2 2023 in Review

Ellevest Inc sold out of StoneCo (STNE) in Q2 2023, closing a stake of 155 shares — an estimated $1.48K sold.

Ellevest Inc first reported a position in STNE in Q1 2021 and held it in 5 quarters. The position peaked at $42K in Q2 2021. 254 funds tracked by Wall St. Rank hold STNE as of Q2 2023.

Ellevest Inc reported no remaining StoneCo position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 155 StoneCo shares in Q2 2023, an estimated $1.48K.
Ellevest Inc first reported a position in StoneCo in Q1 2021 and held it in 5 quarters.
Ellevest Inc's StoneCo position peaked at $42K in Q2 2021.
254 funds tracked by Wall St. Rank held StoneCo as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.