MSFP
STOR

Mark Sheptoff Financial Planning’s STORE Capital Corporation STOR Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio STOR Stock Details STOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-850
Closed -$29K – 498
2021
Q4 		$29K Hold
850
– – 0.01% 223
2021
Q3 		$27K Hold
850
– – 0.01% 224
2021
Q2 		$29K Buy
+850
New +$29.6K 0.02% 241

Other funds holding STOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's STOR Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of STORE Capital Corporation (STOR) in Q1 2022, closing a stake of 850 shares — an estimated $29K sold.

Mark Sheptoff Financial Planning first reported a position in STOR in Q2 2021 and held it in 3 quarters. The position peaked at $29K in Q4 2021. 453 funds tracked by Wall St. Rank hold STOR as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining STORE Capital Corporation position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 850 STORE Capital Corporation shares in Q1 2022, an estimated $29K.
  • Mark Sheptoff Financial Planning first reported a position in STORE Capital Corporation in Q2 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's STORE Capital Corporation position peaked at $29K in Q4 2021.
  • 453 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.