Kozak & Associates’s Stellantis STLA Stock Holding History

Kozak & Associates’s Portfolio STLA Stock Details STLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-528	Closed	-$6.88K	–	473
2024 Q3	$6.88K	Hold	528	–	–	﹤0.01%	258
2024 Q2	$10.5K	Hold	528	–	–	﹤0.01%	219
2024 Q1	$12.1K	Buy	+528	New	+$13.1K	﹤0.01%	220

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.36B AUM 21.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kozak & Associates's STLA Position: Q4 2024 in Review

Kozak & Associates sold out of Stellantis (STLA) in Q4 2024, closing a stake of 528 shares — an estimated $6.88K sold.

Kozak & Associates first reported a position in STLA in Q1 2024 and held it in 3 quarters. The position peaked at $12.1K in Q1 2024. 433 funds tracked by Wall St. Rank hold STLA as of Q4 2024.

Kozak & Associates reported no remaining Stellantis position as of Q4 2024 after selling out during the quarter.
Kozak & Associates sold 528 Stellantis shares in Q4 2024, an estimated $6.88K.
Kozak & Associates first reported a position in Stellantis in Q1 2024 and held it in 3 quarters.
Kozak & Associates's Stellantis position peaked at $12.1K in Q1 2024.
433 funds tracked by Wall St. Rank held Stellantis as of Q4 2024.

Based on Kozak & Associates's 13F filing for Q4 2024, filed 6 Jan 2025.