MC
STEL

Mount Capital’s Stellar Bancorp STEL Stock Holding History

Mount Capital’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
2022
Q4 		– Sell
-77,447
Closed -$2.27M – 51
2022
Q3 		$2.27M Buy
77,447
+5,292
+7% +$159K 0.96% 19
2022
Q2 		$1.92M Buy
72,155
+24,151
+50% +$682K 0.67% 23
2022
Q1 		$1.49M Buy
+48,004
New +$1.46M 0.43% 39

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Mount Capital's STEL Position: Q4 2022 in Review

Mount Capital sold out of Stellar Bancorp (STEL) in Q4 2022, closing a stake of 77,447 shares — an estimated $2.27M sold.

Mount Capital first reported a position in STEL in Q1 2022 and held it in 3 quarters. The position peaked at $2.27M in Q3 2022. 167 funds tracked by Wall St. Rank hold STEL as of Q4 2022.

  • Mount Capital reported no remaining Stellar Bancorp position as of Q4 2022 after selling out during the quarter.
  • Mount Capital sold 77,447 Stellar Bancorp shares in Q4 2022, an estimated $2.27M.
  • Mount Capital first reported a position in Stellar Bancorp in Q1 2022 and held it in 3 quarters.
  • Mount Capital's Stellar Bancorp position peaked at $2.27M in Q3 2022.
  • 167 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2022.

Based on Mount Capital's 13F filing for Q4 2022, filed 13 Feb 2023.