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Mirabella Financial Services’s StepStone Group STEP Stock Holding History

Mirabella Financial Services’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
2020
Q4 		– Sell
-34,416
Closed -$916K – 478
2020
Q3 		$916K Buy
+34,416
New +$878K 0.13% 94

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Wellington Management Group
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FAM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mirabella Financial Services's STEP Position: Q4 2020 in Review

Mirabella Financial Services sold out of StepStone Group (STEP) in Q4 2020, closing a stake of 34,416 shares — an estimated $916K sold.

Mirabella Financial Services first reported a position in STEP in Q3 2020 and held it in 1 quarter. The position peaked at $916K in Q3 2020. 77 funds tracked by Wall St. Rank hold STEP as of Q4 2020.

  • Mirabella Financial Services reported no remaining StepStone Group position as of Q4 2020 after selling out during the quarter.
  • Mirabella Financial Services sold 34,416 StepStone Group shares in Q4 2020, an estimated $916K.
  • Mirabella Financial Services first reported a position in StepStone Group in Q3 2020 and held it in 1 quarter.
  • Mirabella Financial Services's StepStone Group position peaked at $916K in Q3 2020.
  • 77 funds tracked by Wall St. Rank held StepStone Group as of Q4 2020.

Based on Mirabella Financial Services's 13F filing for Q4 2020, filed 16 Feb 2021.