MPAM
STEL

Monarch Partners Asset Management’s Stellar Bancorp STEL Stock Holding History

Monarch Partners Asset Management’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-69,870
Closed -$1.78M – 188
2020
Q4 		$1.78M Buy
+69,870
New +$1.51M 0.31% 92

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Monarch Partners Asset Management's STEL Position: Q1 2021 in Review

Monarch Partners Asset Management sold out of Stellar Bancorp (STEL) in Q1 2021, closing a stake of 69,870 shares — an estimated $1.78M sold.

Monarch Partners Asset Management first reported a position in STEL in Q4 2020 and held it in 1 quarter. The position peaked at $1.78M in Q4 2020. 87 funds tracked by Wall St. Rank hold STEL as of Q1 2021.

  • Monarch Partners Asset Management reported no remaining Stellar Bancorp position as of Q1 2021 after selling out during the quarter.
  • Monarch Partners Asset Management sold 69,870 Stellar Bancorp shares in Q1 2021, an estimated $1.78M.
  • Monarch Partners Asset Management first reported a position in Stellar Bancorp in Q4 2020 and held it in 1 quarter.
  • Monarch Partners Asset Management's Stellar Bancorp position peaked at $1.78M in Q4 2020.
  • 87 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2021.

Based on Monarch Partners Asset Management's 13F filing for Q1 2021, filed 11 May 2021.