LHC
STEL

Little House Capital’s Stellar Bancorp STEL Stock Holding History

Little House Capital’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
2021
Q2 		– Sell
-30,100
Closed -$925K – 175
2021
Q1 		$925K Buy
+30,100
New +$866K 0.33% 69

Other funds holding STEL

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Little House Capital's STEL Position: Q2 2021 in Review

Little House Capital sold out of Stellar Bancorp (STEL) in Q2 2021, closing a stake of 30,100 shares — an estimated $925K sold.

Little House Capital first reported a position in STEL in Q1 2021 and held it in 1 quarter. The position peaked at $925K in Q1 2021. 84 funds tracked by Wall St. Rank hold STEL as of Q2 2021.

  • Little House Capital reported no remaining Stellar Bancorp position as of Q2 2021 after selling out during the quarter.
  • Little House Capital sold 30,100 Stellar Bancorp shares in Q2 2021, an estimated $925K.
  • Little House Capital first reported a position in Stellar Bancorp in Q1 2021 and held it in 1 quarter.
  • Little House Capital's Stellar Bancorp position peaked at $925K in Q1 2021.
  • 84 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2021.

Based on Little House Capital's 13F filing for Q2 2021, filed 16 Aug 2021.