Mid Atlantic Financial Management’s StoneCo STNE Stock Holding History

Mid Atlantic Financial Management’s Portfolio STNE Stock Details STNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$234K	Buy	6,736 +414	+7%	+$21.5K	0.02%	765
2021 Q2	$424K	Buy	6,322 +29	+0.5%	+$1.88K	0.03%	533
2021 Q1	$385K	Buy	6,293 +1,536	+32%	+$120K	0.03%	524
2020 Q4	$399K	Sell	4,757 -324	-6%	-$21.7K	0.03%	461
2020 Q3	$320K	Buy	+5,081	New	+$243K	0.03%	495

Other funds holding STNE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mid Atlantic Financial Management's STNE Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its StoneCo (STNE) stake by 6.5% in Q3 2021, buying an estimated $21.5K and bringing the position to 6,736 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #765.

Mid Atlantic Financial Management first reported a position in STNE in Q3 2020 and has held it in 5 quarters since. The position peaked at $424K in Q2 2021. 296 funds tracked by Wall St. Rank hold STNE as of Q3 2021.

Mid Atlantic Financial Management held 6,736 shares of StoneCo worth $234K as of Q3 2021.
Mid Atlantic Financial Management bought 414 StoneCo shares in Q3 2021, an estimated $21.5K.
StoneCo made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #765 holding.
Mid Atlantic Financial Management first reported a position in StoneCo in Q3 2020 and has held it in 5 quarters since.
Mid Atlantic Financial Management's StoneCo position peaked at $424K in Q2 2021.
296 funds tracked by Wall St. Rank held StoneCo as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.