EWM
STEL

Endurance Wealth Management’s Stellar Bancorp STEL Stock Holding History

Endurance Wealth Management’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
2022
Q3 		– Sell
-2
Closed – – 641
2022
Q2 		$0 Hold
2
– – ﹤0.01% 647
2022
Q1 		$0 Hold
2
– – ﹤0.01% 657
2021
Q4 		$0 Hold
2
– – ﹤0.01% 648
2021
Q3 		$0 Hold
2
– – ﹤0.01% 649
2021
Q2 		$0 Hold
2
– – ﹤0.01% 648
2021
Q1 		$0 Hold
2
– – ﹤0.01% 668
2020
Q4 		$0 Hold
2
– – ﹤0.01% 635
2020
Q3 		$0 Hold
2
– – ﹤0.01% 645
2020
Q2 		$0 Hold
2
– – ﹤0.01% 623
2020
Q1 		$0 Hold
2
– – ﹤0.01% 588
2019
Q4 		$0 Sell
2
-200
-99% -$5.87K ﹤0.01% 535
2019
Q3 		$6K Buy
+202
New +$5.75K ﹤0.01% 450

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return

Endurance Wealth Management's STEL Position: Q3 2022 in Review

Endurance Wealth Management sold out of Stellar Bancorp (STEL) in Q3 2022, closing a stake of 2 shares.

Endurance Wealth Management first reported a position in STEL in Q3 2019 and held it in 12 quarters. The position peaked at $6K in Q3 2019. 111 funds tracked by Wall St. Rank hold STEL as of Q3 2022.

  • Endurance Wealth Management reported no remaining Stellar Bancorp position as of Q3 2022 after selling out during the quarter.
  • Endurance Wealth Management sold 2 Stellar Bancorp shares in Q3 2022.
  • Endurance Wealth Management first reported a position in Stellar Bancorp in Q3 2019 and held it in 12 quarters.
  • Endurance Wealth Management's Stellar Bancorp position peaked at $6K in Q3 2019.
  • 111 funds tracked by Wall St. Rank held Stellar Bancorp as of Q3 2022.

Based on Endurance Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.