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Keystone Investors’s StepStone Group STEP Stock Holding History

Keystone Investors’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
2025
Q1 		– Sell
-214,478
Closed -$12.4M – 92
2024
Q4 		$12.4M Sell
214,478
-351,323
-62% -$21.8M 0.87% 24
2024
Q3 		$32.2M Buy
+565,801
New +$28.8M 2.35% 13

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Keystone Investors's STEP Position: Q1 2025 in Review

Keystone Investors sold out of StepStone Group (STEP) in Q1 2025, closing a stake of 214,478 shares — an estimated $12.4M sold.

Keystone Investors first reported a position in STEP in Q3 2024 and held it in 2 quarters. The position peaked at $32.2M in Q3 2024. 237 funds tracked by Wall St. Rank hold STEP as of Q1 2025.

  • Keystone Investors reported no remaining StepStone Group position as of Q1 2025 after selling out during the quarter.
  • Keystone Investors sold 214,478 StepStone Group shares in Q1 2025, an estimated $12.4M.
  • Keystone Investors first reported a position in StepStone Group in Q3 2024 and held it in 2 quarters.
  • Keystone Investors's StepStone Group position peaked at $32.2M in Q3 2024.
  • 237 funds tracked by Wall St. Rank held StepStone Group as of Q1 2025.

Based on Keystone Investors's 13F filing for Q1 2025, filed 12 May 2025.