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Liontrust Investment Partners’s StoneCo STNE Stock Holding History

Liontrust Investment Partners’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
2023
Q2 		– Sell
-390,808
Closed -$3.67M – 217
2023
Q1 		$3.67M Buy
390,808
+71,600
+22% +$685K 0.05% 149
2022
Q4 		$2.66M Hold
319,208
– – 0.05% 130
2022
Q3 		$3M Buy
+319,208
New +$3.06M 0.05% 170

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NC
Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Liontrust Investment Partners's STNE Position: Q2 2023 in Review

Liontrust Investment Partners sold out of StoneCo (STNE) in Q2 2023, closing a stake of 390,808 shares — an estimated $3.67M sold.

Liontrust Investment Partners first reported a position in STNE in Q3 2022 and held it in 3 quarters. The position peaked at $3.67M in Q1 2023. 254 funds tracked by Wall St. Rank hold STNE as of Q2 2023.

  • Liontrust Investment Partners reported no remaining StoneCo position as of Q2 2023 after selling out during the quarter.
  • Liontrust Investment Partners sold 390,808 StoneCo shares in Q2 2023, an estimated $3.67M.
  • Liontrust Investment Partners first reported a position in StoneCo in Q3 2022 and held it in 3 quarters.
  • Liontrust Investment Partners's StoneCo position peaked at $3.67M in Q1 2023.
  • 254 funds tracked by Wall St. Rank held StoneCo as of Q2 2023.

Based on Liontrust Investment Partners's 13F filing for Q2 2023, filed 14 Aug 2023.