MPWT
STOR

MassMutual Private Wealth & Trust’s STORE Capital Corporation STOR Stock Holding History

MassMutual Private Wealth & Trust’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
2023
Q1 		– Sell
-151
Closed -$5K – 1927
2022
Q4 		$5K Buy
151
+58
+62% +$1.84K ﹤0.01% 1026
2022
Q3 		$3K Buy
93
+69
+288% +$1.96K ﹤0.01% 1152
2022
Q2 		$1K Sell
24
-313
-93% -$8.66K ﹤0.01% 1474
2022
Q1 		$10K Buy
337
+274
+435% +$8.45K ﹤0.01% 751
2021
Q4 		$2K Hold
63
– – ﹤0.01% 1142
2021
Q3 		$2K Hold
63
– – ﹤0.01% 1107
2021
Q2 		$2K Buy
63
+23
+58% +$800 ﹤0.01% 1075
2021
Q1 		$1K Buy
+40
New +$1.3K ﹤0.01% 1083
2019
Q1 		– Sell
-177
Closed -$5.01K – 1022
2018
Q4 		$5.01K Hold
177
– – ﹤0.01% 666
2018
Q3 		$4.92K Hold
177
– – ﹤0.01% 721
2018
Q2 		$4.85K Hold
177
– – ﹤0.01% 730
2018
Q1 		$4.39K Buy
+177
New +$4.3K ﹤0.01% 730

Other funds holding STOR

VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MassMutual Private Wealth & Trust's STOR Position: Q1 2023 in Review

MassMutual Private Wealth & Trust sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 151 shares — an estimated $5K sold.

MassMutual Private Wealth & Trust first reported a position in STOR in Q1 2018 and held it in 12 quarters. The position peaked at $10K in Q1 2022. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • MassMutual Private Wealth & Trust reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 151 STORE Capital Corporation shares in Q1 2023, an estimated $5K.
  • MassMutual Private Wealth & Trust first reported a position in STORE Capital Corporation in Q1 2018 and held it in 12 quarters.
  • MassMutual Private Wealth & Trust's STORE Capital Corporation position peaked at $10K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2023, filed 11 Apr 2023.