ECM
STEL

Everence Capital Management’s Stellar Bancorp STEL Stock Holding History

Everence Capital 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
2024
Q4 		– Sell
-8,879
Closed -$230K – 1019
2024
Q3 		$230K Buy
+8,879
New +$228K 0.01% 685
2024
Q2 		– Sell
-8,879
Closed -$216 – 759
2024
Q1 		$216 Hold
8,879
– – 0.01% 691
2023
Q4 		$247K Buy
+8,879
New +$213K 0.02% 626
2023
Q3 		– Sell
-8,879
Closed -$207K – 796
2023
Q2 		$207K Hold
8,879
– – 0.02% 639
2023
Q1 		$219 Hold
8,879
– – 0.02% 649
2022
Q4 		$262 Buy
+8,879
New +$275K 0.02% 594

Other funds holding STEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Everence Capital Management's STEL Position: Q4 2024 in Review

Everence Capital Management sold out of Stellar Bancorp (STEL) in Q4 2024, closing a stake of 8,879 shares — an estimated $230K sold.

Everence Capital Management first reported a position in STEL in Q4 2022 and held it in 6 quarters. The position peaked at $247K in Q4 2023. 180 funds tracked by Wall St. Rank hold STEL as of Q4 2024.

  • Everence Capital Management reported no remaining Stellar Bancorp position as of Q4 2024 after selling out during the quarter.
  • Everence Capital Management sold 8,879 Stellar Bancorp shares in Q4 2024, an estimated $230K.
  • Everence Capital Management first reported a position in Stellar Bancorp in Q4 2022 and held it in 6 quarters.
  • Everence Capital Management's Stellar Bancorp position peaked at $247K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.