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Northwest & Ethical Investments’s StoneCo STNE Stock Holding History

Northwest & Ethical Investments’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
Q2 		– Sell
-29,586
Closed -$1.81M – 432
2021
Q1 		$1.81M Hold
29,586
– – 0.06% 279
2020
Q4 		$2.48M Sell
29,586
-39,945
-57% -$2.68M 0.1% 225
2020
Q3 		$3.68M Buy
69,531
+28,764
+71% +$1.37M 0.16% 162
2020
Q2 		$1.58M Buy
+40,767
New +$1.19M 0.07% 261

Other funds holding STNE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Northwest & Ethical Investments's STNE Position: Q2 2021 in Review

Northwest & Ethical Investments sold out of StoneCo (STNE) in Q2 2021, closing a stake of 29,586 shares — an estimated $1.81M sold.

Northwest & Ethical Investments first reported a position in STNE in Q2 2020 and held it in 4 quarters. The position peaked at $3.68M in Q3 2020. 348 funds tracked by Wall St. Rank hold STNE as of Q2 2021.

  • Northwest & Ethical Investments reported no remaining StoneCo position as of Q2 2021 after selling out during the quarter.
  • Northwest & Ethical Investments sold 29,586 StoneCo shares in Q2 2021, an estimated $1.81M.
  • Northwest & Ethical Investments first reported a position in StoneCo in Q2 2020 and held it in 4 quarters.
  • Northwest & Ethical Investments's StoneCo position peaked at $3.68M in Q3 2020.
  • 348 funds tracked by Wall St. Rank held StoneCo as of Q2 2021.

Based on Northwest & Ethical Investments's 13F filing for Q2 2021, filed 9 Jul 2025.