HBW Advisory Services’s StoneCo STNE Stock Holding History

HBW Advisory Services’s Portfolio STNE Stock Details STNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-13,026	Closed	-$505K	–	231
2020 Q2	$505K	Sell	13,026 -2,173	-14%	-$63.4K	0.23%	102
2020 Q1	$331K	Buy	15,199 +1,837	+14%	+$70K	0.24%	85
2019 Q4	$533K	Buy	13,362 +1,123	+9%	+$41.1K	0.31%	77
2019 Q3	$426K	Buy	+12,239	New	+$408K	0.41%	55

Other funds holding STNE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HBW Advisory Services's STNE Position: Q3 2020 in Review

HBW Advisory Services sold out of StoneCo (STNE) in Q3 2020, closing a stake of 13,026 shares — an estimated $505K sold.

HBW Advisory Services first reported a position in STNE in Q3 2019 and held it in 4 quarters. The position peaked at $533K in Q4 2019. 261 funds tracked by Wall St. Rank hold STNE as of Q3 2020.

HBW Advisory Services reported no remaining StoneCo position as of Q3 2020 after selling out during the quarter.
HBW Advisory Services sold 13,026 StoneCo shares in Q3 2020, an estimated $505K.
HBW Advisory Services first reported a position in StoneCo in Q3 2019 and held it in 4 quarters.
HBW Advisory Services's StoneCo position peaked at $533K in Q4 2019.
261 funds tracked by Wall St. Rank held StoneCo as of Q3 2020.

Based on HBW Advisory Services's 13F filing for Q3 2020, filed 14 Oct 2020.