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IBM Retirement Fund’s StoneCo STNE Stock Holding History

IBM Retirement Fund’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
2021
Q4 		– Sell
-6,314
Closed -$219K – 688
2021
Q3 		$219K Buy
6,314
+102
+2% +$5.29K 0.02% 689
2021
Q2 		$417K Sell
6,212
-671
-10% -$43.5K 0.03% 481
2021
Q1 		$421K Sell
6,883
-592
-8% -$46.2K 0.03% 501
2020
Q4 		$627K Buy
7,475
+1,779
+31% +$119K 0.04% 364
2020
Q3 		$301K Buy
+5,696
New +$272K 0.03% 517

Other funds holding STNE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
KM
Kora Management Brooklyn, New York $702M AUM 17.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IBM Retirement Fund's STNE Position: Q4 2021 in Review

IBM Retirement Fund sold out of StoneCo (STNE) in Q4 2021, closing a stake of 6,314 shares — an estimated $219K sold.

IBM Retirement Fund first reported a position in STNE in Q3 2020 and held it in 5 quarters. The position peaked at $627K in Q4 2020. 270 funds tracked by Wall St. Rank hold STNE as of Q4 2021.

  • IBM Retirement Fund reported no remaining StoneCo position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 6,314 StoneCo shares in Q4 2021, an estimated $219K.
  • IBM Retirement Fund first reported a position in StoneCo in Q3 2020 and held it in 5 quarters.
  • IBM Retirement Fund's StoneCo position peaked at $627K in Q4 2020.
  • 270 funds tracked by Wall St. Rank held StoneCo as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.