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First Mercantile Trust’s StepStone Group STEP Stock Holding History

First Mercantile Trust’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
2021
Q1 		– Sell
-1,900
Closed -$76K – 884
2020
Q4 		$76K Hold
1,900
– – 0.01% 741
2020
Q3 		$54K Buy
+1,900
New +$48.5K 0.01% 780

Other funds holding STEP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Mercantile Trust's STEP Position: Q1 2021 in Review

First Mercantile Trust sold out of StepStone Group (STEP) in Q1 2021, closing a stake of 1,900 shares — an estimated $76K sold.

First Mercantile Trust first reported a position in STEP in Q3 2020 and held it in 2 quarters. The position peaked at $76K in Q4 2020. 86 funds tracked by Wall St. Rank hold STEP as of Q1 2021.

  • First Mercantile Trust reported no remaining StepStone Group position as of Q1 2021 after selling out during the quarter.
  • First Mercantile Trust sold 1,900 StepStone Group shares in Q1 2021, an estimated $76K.
  • First Mercantile Trust first reported a position in StepStone Group in Q3 2020 and held it in 2 quarters.
  • First Mercantile Trust's StepStone Group position peaked at $76K in Q4 2020.
  • 86 funds tracked by Wall St. Rank held StepStone Group as of Q1 2021.

Based on First Mercantile Trust's 13F filing for Q1 2021, filed 14 May 2021.