KCM
STEL

Kennedy Capital Management’s Stellar Bancorp STEL Stock Holding History

Kennedy Capital Management’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-90,500
Closed -$2.34M – 736
2024
Q3 		$2.34M Sell
90,500
-427,993
-83% -$11M 0.05% 486
2024
Q2 		$11.9M Sell
518,493
-33,696
-6% -$764K 0.25% 121
2024
Q1 		$13.5M Sell
552,189
-19,954
-3% -$496K 0.28% 108
2023
Q4 		$15.9M Buy
572,143
+105,731
+23% +$2.54M 0.35% 67
2023
Q3 		$9.94M Buy
466,412
+93,076
+25% +$2.12M 0.24% 138
2023
Q2 		$8.55M Sell
373,336
-5,200
-1% -$121K 0.2% 193
2023
Q1 		$9.32M Buy
378,536
+355,933
+1,575% +$10M 0.27% 114
2022
Q4 		$666K Buy
+22,603
New +$700K 0.02% 534
2021
Q1 		– Sell
-13,850
Closed -$353K – 706
2020
Q4 		$353K Buy
13,850
+7
+0.1% +$151 0.01% 611
2020
Q3 		$226K Buy
+13,843
New +$232K 0.01% 638

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Kennedy Capital Management's STEL Position: Q4 2024 in Review

Kennedy Capital Management sold out of Stellar Bancorp (STEL) in Q4 2024, closing a stake of 90,500 shares — an estimated $2.34M sold.

Kennedy Capital Management first reported a position in STEL in Q3 2020 and held it in 10 quarters. The position peaked at $15.9M in Q4 2023. 180 funds tracked by Wall St. Rank hold STEL as of Q4 2024.

  • Kennedy Capital Management reported no remaining Stellar Bancorp position as of Q4 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 90,500 Stellar Bancorp shares in Q4 2024, an estimated $2.34M.
  • Kennedy Capital Management first reported a position in Stellar Bancorp in Q3 2020 and held it in 10 quarters.
  • Kennedy Capital Management's Stellar Bancorp position peaked at $15.9M in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2024.

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