Federated Hermes
STEL

Federated Hermes’s Stellar Bancorp STEL Stock Holding History

Federated Hermes’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
2023
Q4 		– Sell
-2,232
Closed -$47.6K – 2196
2023
Q3 		$47.6K Buy
2,232
+351
+19% +$8.01K ﹤0.01% 1669
2023
Q2 		$43.1K Buy
1,881
+1,555
+477% +$36.2K ﹤0.01% 1695
2023
Q1 		$8.02K Sell
326
-750
-70% -$21.1K ﹤0.01% 1890
2022
Q4 		$31.7K Buy
+1,076
New +$33.3K ﹤0.01% 1762
2020
Q3 		– Sell
-854
Closed -$18K – 2337
2020
Q2 		$18K Sell
854
-52
-6% -$962 ﹤0.01% 1881
2020
Q1 		$16K Buy
+906
New +$23.7K ﹤0.01% 1817
2018
Q4 		– Sell
-335
Closed -$12K – 2294
2018
Q3 		$12K Buy
+335
New +$12.1K ﹤0.01% 1926

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Federated Hermes's STEL Position: Q4 2023 in Review

Federated Hermes sold out of Stellar Bancorp (STEL) in Q4 2023, closing a stake of 2,232 shares — an estimated $47.6K sold.

Federated Hermes first reported a position in STEL in Q3 2018 and held it in 7 quarters. The position peaked at $47.6K in Q3 2023. 159 funds tracked by Wall St. Rank hold STEL as of Q4 2023.

  • Federated Hermes reported no remaining Stellar Bancorp position as of Q4 2023 after selling out during the quarter.
  • Federated Hermes sold 2,232 Stellar Bancorp shares in Q4 2023, an estimated $47.6K.
  • Federated Hermes first reported a position in Stellar Bancorp in Q3 2018 and held it in 7 quarters.
  • Federated Hermes's Stellar Bancorp position peaked at $47.6K in Q3 2023.
  • 159 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2023.

Based on Federated Hermes's 13F filing for Q4 2023, filed 31 Jan 2024.