Morton Brown Family Wealth’s StoneCo STNE Stock Holding History

Morton Brown Family Wealth’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
2024 Q1	–	Sell	-200	Closed	-$3.61K	–	285
2023 Q4	$3.61K	Hold	200	–	–	﹤0.01%	217
2023 Q3	$2.13K	Hold	200	–	–	﹤0.01%	158
2023 Q2	$2.55K	Hold	200	–	–	﹤0.01%	148
2023 Q1	$1.91K	Hold	200	–	–	﹤0.01%	199
2022 Q4	$1.89K	Hold	200	–	–	﹤0.01%	140
2022 Q3	$2K	Hold	200	–	–	﹤0.01%	179
2022 Q2	$2K	Hold	200	–	–	﹤0.01%	204
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	129
2021 Q4	$3K	Buy	+200	New	+$5.07K	﹤0.01%	152

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

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

Morton Brown Family Wealth's STNE Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of StoneCo (STNE) in Q1 2024, closing a stake of 200 shares — an estimated $3.61K sold.

Morton Brown Family Wealth first reported a position in STNE in Q4 2021 and held it in 9 quarters. The position peaked at $3.61K in Q4 2023. 292 funds tracked by Wall St. Rank hold STNE as of Q1 2024.

Morton Brown Family Wealth reported no remaining StoneCo position as of Q1 2024 after selling out during the quarter.
Morton Brown Family Wealth sold 200 StoneCo shares in Q1 2024, an estimated $3.61K.
Morton Brown Family Wealth first reported a position in StoneCo in Q4 2021 and held it in 9 quarters.
Morton Brown Family Wealth's StoneCo position peaked at $3.61K in Q4 2023.
292 funds tracked by Wall St. Rank held StoneCo as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.