L.J. Altfest & Co’s StoneCo STNE Stock Holding History

L.J. Altfest & Co’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
2022 Q2	–	Sell	-19,064	Closed	-$223K	–	278
2022 Q1	$223K	Buy	19,064 +878	+5%	+$11.5K	0.04%	240
2021 Q4	$307K	Buy	18,186 +8,338	+85%	+$211K	0.06%	205
2021 Q3	$342K	Buy	9,848 +5,176	+111%	+$269K	0.07%	185
2021 Q2	$313K	Buy	4,672 +162	+4%	+$10.5K	0.07%	204
2021 Q1	$276K	Buy	+4,510	New	+$352K	0.07%	216

Other funds holding STNE

BlackRock New York $6.73T AUM 46.02% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Kora Management Brooklyn, New York $843M AUM 11.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

L.J. Altfest & Co's STNE Position: Q2 2022 in Review

L.J. Altfest & Co sold out of StoneCo (STNE) in Q2 2022, closing a stake of 19,064 shares — an estimated $223K sold.

L.J. Altfest & Co first reported a position in STNE in Q1 2021 and held it in 5 quarters. The position peaked at $342K in Q3 2021. 264 funds tracked by Wall St. Rank hold STNE as of Q2 2022.

L.J. Altfest & Co reported no remaining StoneCo position as of Q2 2022 after selling out during the quarter.
L.J. Altfest & Co sold 19,064 StoneCo shares in Q2 2022, an estimated $223K.
L.J. Altfest & Co first reported a position in StoneCo in Q1 2021 and held it in 5 quarters.
L.J. Altfest & Co's StoneCo position peaked at $342K in Q3 2021.
264 funds tracked by Wall St. Rank held StoneCo as of Q2 2022.

Based on L.J. Altfest & Co's 13F filing for Q2 2022, filed 4 Aug 2022.