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New Vernon Capital Holdings II’s StoneCo STNE Stock Holding History

New Vernon Capital Holdings II’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
2023
Q2 		– Sell
-38,584
Closed -$368K – 89
2023
Q1 		$368K Buy
+38,584
New +$369K 0.27% 22
2021
Q1 		– Sell
-28,114
Closed -$2.36M – 33
2020
Q4 		$2.36M Buy
+28,114
New +$1.88M 0.74% 23

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NC
Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

New Vernon Capital Holdings II's STNE Position: Q2 2023 in Review

New Vernon Capital Holdings II sold out of StoneCo (STNE) in Q2 2023, closing a stake of 38,584 shares — an estimated $368K sold.

New Vernon Capital Holdings II first reported a position in STNE in Q4 2020 and held it in 2 quarters. The position peaked at $2.36M in Q4 2020. 255 funds tracked by Wall St. Rank hold STNE as of Q2 2023.

  • New Vernon Capital Holdings II reported no remaining StoneCo position as of Q2 2023 after selling out during the quarter.
  • New Vernon Capital Holdings II sold 38,584 StoneCo shares in Q2 2023, an estimated $368K.
  • New Vernon Capital Holdings II first reported a position in StoneCo in Q4 2020 and held it in 2 quarters.
  • New Vernon Capital Holdings II's StoneCo position peaked at $2.36M in Q4 2020.
  • 255 funds tracked by Wall St. Rank held StoneCo as of Q2 2023.

Based on New Vernon Capital Holdings II's 13F filing for Q2 2023, filed 14 Aug 2023.