MPWT
STEL

MassMutual Private Wealth & Trust’s Stellar Bancorp STEL Stock Holding History

MassMutual Private Wealth & Trust’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
-128
Closed -$2.73K – 2083
2023
Q3 		$2.73K Hold
128
– – ﹤0.01% 1414
2023
Q2 		$2.93K Buy
+128
New +$2.98K ﹤0.01% 1366
2023
Q1 		– Sell
-47
Closed -$1K – 1889
2022
Q4 		$1K Buy
+47
New +$1.46K ﹤0.01% 1549

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

MassMutual Private Wealth & Trust's STEL Position: Q4 2023 in Review

MassMutual Private Wealth & Trust sold out of Stellar Bancorp (STEL) in Q4 2023, closing a stake of 128 shares — an estimated $2.73K sold.

MassMutual Private Wealth & Trust first reported a position in STEL in Q4 2022 and held it in 3 quarters. The position peaked at $2.93K in Q2 2023. 159 funds tracked by Wall St. Rank hold STEL as of Q4 2023.

  • MassMutual Private Wealth & Trust reported no remaining Stellar Bancorp position as of Q4 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 128 Stellar Bancorp shares in Q4 2023, an estimated $2.73K.
  • MassMutual Private Wealth & Trust first reported a position in Stellar Bancorp in Q4 2022 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Stellar Bancorp position peaked at $2.93K in Q2 2023.
  • 159 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2023, filed 3 Jan 2024.