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Ellis Investment Partners’s StoneCo STNE Stock Holding History

Ellis Investment Partners’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
2022
Q4 		– Sell
-1,730
Closed -$16K – 669
2022
Q3 		$16K Hold
1,730
– – ﹤0.01% 513
2022
Q2 		$13K Buy
1,730
+355
+26% +$3.4K ﹤0.01% 547
2022
Q1 		$16K Buy
1,375
+140
+11% +$1.83K ﹤0.01% 555
2021
Q4 		$20K Buy
1,235
+385
+45% +$9.76K ﹤0.01% 541
2021
Q3 		$29K Hold
850
– – 0.01% 465
2021
Q2 		$57K Buy
850
+330
+63% +$21.4K 0.01% 383
2021
Q1 		$32K Buy
520
+172
+49% +$13.4K 0.01% 443
2020
Q4 		$29K Buy
+348
New +$23.3K 0.01% 443

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
KM
Kora Management Brooklyn, New York $843M AUM 11.3% 1-Year Est. Return

Ellis Investment Partners's STNE Position: Q4 2022 in Review

Ellis Investment Partners sold out of StoneCo (STNE) in Q4 2022, closing a stake of 1,730 shares — an estimated $16K sold.

Ellis Investment Partners first reported a position in STNE in Q4 2020 and held it in 8 quarters. The position peaked at $57K in Q2 2021. 253 funds tracked by Wall St. Rank hold STNE as of Q4 2022.

  • Ellis Investment Partners reported no remaining StoneCo position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 1,730 StoneCo shares in Q4 2022, an estimated $16K.
  • Ellis Investment Partners first reported a position in StoneCo in Q4 2020 and held it in 8 quarters.
  • Ellis Investment Partners's StoneCo position peaked at $57K in Q2 2021.
  • 253 funds tracked by Wall St. Rank held StoneCo as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.