FORA Capital’s StepStone Group STEP Stock Holding History

FORA Capital’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
2024 Q4	–	Sell	-12,610	Closed	-$717K	–	579
2024 Q3	$717K	Buy	+12,610	New	+$643K	0.08%	242

Other funds holding STEP

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

FORA Capital's STEP Position: Q4 2024 in Review

FORA Capital sold out of StepStone Group (STEP) in Q4 2024, closing a stake of 12,610 shares — an estimated $717K sold.

FORA Capital first reported a position in STEP in Q3 2024 and held it in 1 quarter. The position peaked at $717K in Q3 2024. 253 funds tracked by Wall St. Rank hold STEP as of Q4 2024.

FORA Capital reported no remaining StepStone Group position as of Q4 2024 after selling out during the quarter.
FORA Capital sold 12,610 StepStone Group shares in Q4 2024, an estimated $717K.
FORA Capital first reported a position in StepStone Group in Q3 2024 and held it in 1 quarter.
FORA Capital's StepStone Group position peaked at $717K in Q3 2024.
253 funds tracked by Wall St. Rank held StepStone Group as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.