Lion Street Advisors’s Stellantis STLA Stock Holding History

Lion Street Advisors’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	-35,400	Closed	-$490K	–	274
2024 Q3	$490K	Buy	35,400 +6,500	+22%	+$110K	0.17%	135
2024 Q2	$572K	Hold	28,900	–	–	0.21%	104
2024 Q1	$675K	Hold	28,900	–	–	0.28%	82
2023 Q4	$675K	Buy	28,900 +1,000	+4%	+$20.6K	0.28%	81
2023 Q3	$538K	Buy	+27,900	New	+$522K	0.18%	114
2023 Q2	–	Sell	-28,200	Closed	-$512K	–	288
2023 Q1	$512K	Buy	+28,200	New	+$471K	0.16%	115

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.65B AUM 19.85% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lion Street Advisors's STLA Position: Q4 2024 in Review

Lion Street Advisors sold out of Stellantis (STLA) in Q4 2024, closing a stake of 35,400 shares — an estimated $490K sold.

Lion Street Advisors first reported a position in STLA in Q1 2023 and held it in 6 quarters. The position peaked at $675K in Q1 2024. 432 funds tracked by Wall St. Rank hold STLA as of Q4 2024.

Lion Street Advisors reported no remaining Stellantis position as of Q4 2024 after selling out during the quarter.
Lion Street Advisors sold 35,400 Stellantis shares in Q4 2024, an estimated $490K.
Lion Street Advisors first reported a position in Stellantis in Q1 2023 and held it in 6 quarters.
Lion Street Advisors's Stellantis position peaked at $675K in Q1 2024.
432 funds tracked by Wall St. Rank held Stellantis as of Q4 2024.

Based on Lion Street Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.