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Institutional & Family Asset Management’s StepStone Group STEP Stock Holding History

Institutional & Family Asset Management’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
Q2 		$597 Hold
13
– – ﹤0.01% 690
2024
Q1 		$465 Buy
+13
New +$440 ﹤0.01% 696

Other funds holding STEP

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Institutional & Family Asset Management's STEP Position: Q2 2024 in Review

Institutional & Family Asset Management held its StepStone Group (STEP) position steady in Q2 2024 at 13 shares worth $597. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Institutional & Family Asset Management first reported a position in STEP in Q1 2024 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold STEP as of Q2 2024.

  • Institutional & Family Asset Management held 13 shares of StepStone Group worth $597 as of Q2 2024.
  • Institutional & Family Asset Management left its StepStone Group share count unchanged in Q2 2024.
  • StepStone Group made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #690 holding.
  • Institutional & Family Asset Management first reported a position in StepStone Group in Q1 2024 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held StepStone Group as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.