Next Financial Group’s StoneCo STNE Stock Holding History

Next Financial Group’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
2021 Q4	–	Sell	-153	Closed	-$5K	–	2971
2021 Q3	$5K	Buy	153 +8	+6%	+$415	﹤0.01%	2276
2021 Q2	$10K	Sell	145 -7	-5%	-$454	﹤0.01%	1999
2021 Q1	$9K	Buy	152 +32	+27%	+$2.5K	﹤0.01%	1923
2020 Q4	$10K	Sell	120 -430	-78%	-$28.8K	﹤0.01%	1790
2020 Q3	$29K	Buy	+550	New	+$26.3K	﹤0.01%	1287

Other funds holding STNE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

NAMA

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

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

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Kora Management Brooklyn, New York $702M AUM 17.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's STNE Position: Q4 2021 in Review

Next Financial Group sold out of StoneCo (STNE) in Q4 2021, closing a stake of 153 shares — an estimated $5K sold.

Next Financial Group first reported a position in STNE in Q3 2020 and held it in 5 quarters. The position peaked at $29K in Q3 2020. 270 funds tracked by Wall St. Rank hold STNE as of Q4 2021.

Next Financial Group reported no remaining StoneCo position as of Q4 2021 after selling out during the quarter.
Next Financial Group sold 153 StoneCo shares in Q4 2021, an estimated $5K.
Next Financial Group first reported a position in StoneCo in Q3 2020 and held it in 5 quarters.
Next Financial Group's StoneCo position peaked at $29K in Q3 2020.
270 funds tracked by Wall St. Rank held StoneCo as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.