LFA
STEL

LGT Financial Advisors’s Stellar Bancorp STEL Stock Holding History

LGT Financial Advisors’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
2023
Q4 		– Sell
-107
Closed -$2.28K – 973
2023
Q3 		$2.28K Buy
+107
New +$2.44K ﹤0.01% 816

Other funds holding STEL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

LGT Financial Advisors's STEL Position: Q4 2023 in Review

LGT Financial Advisors sold out of Stellar Bancorp (STEL) in Q4 2023, closing a stake of 107 shares — an estimated $2.28K sold.

LGT Financial Advisors first reported a position in STEL in Q3 2023 and held it in 1 quarter. The position peaked at $2.28K in Q3 2023. 159 funds tracked by Wall St. Rank hold STEL as of Q4 2023.

  • LGT Financial Advisors reported no remaining Stellar Bancorp position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 107 Stellar Bancorp shares in Q4 2023, an estimated $2.28K.
  • LGT Financial Advisors first reported a position in Stellar Bancorp in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Stellar Bancorp position peaked at $2.28K in Q3 2023.
  • 159 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.