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Mendota Financial Group’s StepStone Group STEP Stock Holding History

Mendota Financial Group’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6
Closed -$341 – 1061
2024
Q3 		$341 Buy
+6
New +$306 ﹤0.01% 452

Other funds holding STEP

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mendota Financial Group's STEP Position: Q4 2024 in Review

Mendota Financial Group sold out of StepStone Group (STEP) in Q4 2024, closing a stake of 6 shares — an estimated $341 sold.

Mendota Financial Group first reported a position in STEP in Q3 2024 and held it in 1 quarter. The position peaked at $341 in Q3 2024. 253 funds tracked by Wall St. Rank hold STEP as of Q4 2024.

  • Mendota Financial Group reported no remaining StepStone Group position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 6 StepStone Group shares in Q4 2024, an estimated $341.
  • Mendota Financial Group first reported a position in StepStone Group in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's StepStone Group position peaked at $341 in Q3 2024.
  • 253 funds tracked by Wall St. Rank held StepStone Group as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.