ORG Partners’s StoneCo STNE Stock Holding History

ORG Partners’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 Q4	–	Sell	-400	Closed	-$4.27K	–	1331
2023 Q3	$4.27K	Sell	400 -2,500	-86%	-$30.8K	﹤0.01%	979
2023 Q2	$36.7K	Buy	+2,900	New	+$36.2K	0.01%	737

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

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

NAMA

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SPC

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

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

ORG Partners's STNE Position: Q4 2023 in Review

ORG Partners sold out of StoneCo (STNE) in Q4 2023, closing a stake of 400 shares — an estimated $4.27K sold.

ORG Partners first reported a position in STNE in Q2 2023 and held it in 2 quarters. The position peaked at $36.7K in Q2 2023. 281 funds tracked by Wall St. Rank hold STNE as of Q4 2023.

ORG Partners reported no remaining StoneCo position as of Q4 2023 after selling out during the quarter.
ORG Partners sold 400 StoneCo shares in Q4 2023, an estimated $4.27K.
ORG Partners first reported a position in StoneCo in Q2 2023 and held it in 2 quarters.
ORG Partners's StoneCo position peaked at $36.7K in Q2 2023.
281 funds tracked by Wall St. Rank held StoneCo as of Q4 2023.

Based on ORG Partners's 13F filing for Q4 2023, filed 29 Jan 2024.