JCIC Asset Management’s StoneCo STNE Stock Holding History

JCIC Asset Management’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
2023 Q1	–	Sell	-106	Closed	-$1K	–	118
2022 Q4	$1K	Hold	106	–	–	﹤0.01%	114
2022 Q3	$1K	Hold	106	–	–	﹤0.01%	114
2022 Q2	$1K	Hold	106	–	–	﹤0.01%	107
2022 Q1	$1K	Hold	106	–	–	﹤0.01%	125
2021 Q4	$2K	Hold	106	–	–	﹤0.01%	124
2021 Q3	$4K	Hold	106	–	–	﹤0.01%	111
2021 Q2	$9K	Hold	106	–	–	﹤0.01%	108
2021 Q1	$6K	Buy	+106	New	+$8.27K	﹤0.01%	112

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

JCIC Asset Management's STNE Position: Q1 2023 in Review

JCIC Asset Management sold out of StoneCo (STNE) in Q1 2023, closing a stake of 106 shares — an estimated $1K sold.

JCIC Asset Management first reported a position in STNE in Q1 2021 and held it in 8 quarters. The position peaked at $9K in Q2 2021. 242 funds tracked by Wall St. Rank hold STNE as of Q1 2023.

JCIC Asset Management reported no remaining StoneCo position as of Q1 2023 after selling out during the quarter.
JCIC Asset Management sold 106 StoneCo shares in Q1 2023, an estimated $1K.
JCIC Asset Management first reported a position in StoneCo in Q1 2021 and held it in 8 quarters.
JCIC Asset Management's StoneCo position peaked at $9K in Q2 2021.
242 funds tracked by Wall St. Rank held StoneCo as of Q1 2023.

Based on JCIC Asset Management's 13F filing for Q1 2023, filed 9 May 2023.