Mayo Clinic’s Streamex Corp STEX Stock Holding History

Mayo Clinic’s Portfolio STEX Stock Details STEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,089	Closed	-$126K	–	10
2023 Q2	$126K	Hold	10,089	–	–	0.13%	10
2023 Q1	$115K	Hold	10,089	–	–	0.09%	10
2022 Q4	$42.4K	Buy	+10,089	New	+$49.9K	0.02%	11
2021 Q2	$389K	Hold	10,089	–	–	0.43%	8
2021 Q1	$435K	Hold	10,089	–	–	0.5%	7
2020 Q4	$393K	Hold	10,089	–	–	0.47%	8
2020 Q3	$4.97M	Sell	10,089 -5,549	-35%	-$411K	6.7%	5
2020 Q2	$1.13M	Sell	15,638 -4,620	-23%	-$402K	1.08%	6
2020 Q1	$849K	Hold	20,258	–	–	2.15%	4
2019 Q4	$1.2M	Buy	+20,258	New	+$1.37M	1.36%	4

Other funds holding STEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Advisor Resource Council Dallas, Texas $253M AUM 22.32% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return