Lee Financial’s StoneCo STNE Stock Holding History

Lee Financial’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
2021 Q3	–	Sell	-35	Closed	-$2K	–	732
2021 Q2	$2K	Buy	+35	New	+$2.27K	﹤0.01%	616

Other funds holding STNE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lee Financial's STNE Position: Q3 2021 in Review

Lee Financial sold out of StoneCo (STNE) in Q3 2021, closing a stake of 35 shares — an estimated $2K sold.

Lee Financial first reported a position in STNE in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 295 funds tracked by Wall St. Rank hold STNE as of Q3 2021.

Lee Financial reported no remaining StoneCo position as of Q3 2021 after selling out during the quarter.
Lee Financial sold 35 StoneCo shares in Q3 2021, an estimated $2K.
Lee Financial first reported a position in StoneCo in Q2 2021 and held it in 1 quarter.
Lee Financial's StoneCo position peaked at $2K in Q2 2021.
295 funds tracked by Wall St. Rank held StoneCo as of Q3 2021.

Based on Lee Financial's 13F filing for Q3 2021, filed 12 Nov 2021.