FDx Advisors’s StepStone Group STEP Stock Holding History

FDx Advisors’s Portfolio STEP Stock Details STEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-31,694	Closed	-$786K	–	764
2023 Q2	$786K	Buy	+31,694	New	+$728K	0.04%	353

Other funds holding STEP

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FDx Advisors's STEP Position: Q3 2023 in Review

FDx Advisors sold out of StepStone Group (STEP) in Q3 2023, closing a stake of 31,694 shares — an estimated $786K sold.

FDx Advisors first reported a position in STEP in Q2 2023 and held it in 1 quarter. The position peaked at $786K in Q2 2023. 122 funds tracked by Wall St. Rank hold STEP as of Q3 2023.

FDx Advisors reported no remaining StepStone Group position as of Q3 2023 after selling out during the quarter.
FDx Advisors sold 31,694 StepStone Group shares in Q3 2023, an estimated $786K.
FDx Advisors first reported a position in StepStone Group in Q2 2023 and held it in 1 quarter.
FDx Advisors's StepStone Group position peaked at $786K in Q2 2023.
122 funds tracked by Wall St. Rank held StepStone Group as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.