EGM
STEL

Engineers Gate Manager’s Stellar Bancorp STEL Stock Holding History

Engineers Gate Manager’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
2020
Q3 		– Sell
-14,258
Closed -$299K – 1964
2020
Q2 		$299K Buy
+14,258
New +$264K 0.02% 1213
2020
Q1 		– Sell
-11,250
Closed -$350K – 1916
2019
Q4 		$350K Buy
+11,250
New +$330K 0.02% 1179
2018
Q4 		– Sell
-14,084
Closed -$501K – 1115
2018
Q3 		$501K Buy
+14,084
New +$509K 0.04% 517

Other funds holding STEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Engineers Gate Manager's STEL Position: Q3 2020 in Review

Engineers Gate Manager sold out of Stellar Bancorp (STEL) in Q3 2020, closing a stake of 14,258 shares — an estimated $299K sold.

Engineers Gate Manager first reported a position in STEL in Q3 2018 and held it in 3 quarters. The position peaked at $501K in Q3 2018. 82 funds tracked by Wall St. Rank hold STEL as of Q3 2020.

  • Engineers Gate Manager reported no remaining Stellar Bancorp position as of Q3 2020 after selling out during the quarter.
  • Engineers Gate Manager sold 14,258 Stellar Bancorp shares in Q3 2020, an estimated $299K.
  • Engineers Gate Manager first reported a position in Stellar Bancorp in Q3 2018 and held it in 3 quarters.
  • Engineers Gate Manager's Stellar Bancorp position peaked at $501K in Q3 2018.
  • 82 funds tracked by Wall St. Rank held Stellar Bancorp as of Q3 2020.

Based on Engineers Gate Manager's 13F filing for Q3 2020, filed 16 Nov 2020.