OAM
STEL

Oxford Asset Management’s Stellar Bancorp STEL Stock Holding History

Oxford Asset Management’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
2020
Q1 		– Sell
-8,970
Closed -$279K – 1169
2019
Q4 		$279K Buy
8,970
+1,283
+17% +$37.7K 0.01% 1459
2019
Q3 		$214K Buy
+7,687
New +$219K 0.01% 1561
2018
Q1 		– Sell
-24,210
Closed -$720K – 1874
2017
Q4 		$720K Buy
+24,210
New +$700K 0.02% 1071

Other funds holding STEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 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 $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oxford Asset Management's STEL Position: Q1 2020 in Review

Oxford Asset Management sold out of Stellar Bancorp (STEL) in Q1 2020, closing a stake of 8,970 shares — an estimated $279K sold.

Oxford Asset Management first reported a position in STEL in Q4 2017 and held it in 3 quarters. The position peaked at $720K in Q4 2017. 75 funds tracked by Wall St. Rank hold STEL as of Q1 2020.

  • Oxford Asset Management reported no remaining Stellar Bancorp position as of Q1 2020 after selling out during the quarter.
  • Oxford Asset Management sold 8,970 Stellar Bancorp shares in Q1 2020, an estimated $279K.
  • Oxford Asset Management first reported a position in Stellar Bancorp in Q4 2017 and held it in 3 quarters.
  • Oxford Asset Management's Stellar Bancorp position peaked at $720K in Q4 2017.
  • 75 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2020.

Based on Oxford Asset Management's 13F filing for Q1 2020, filed 15 May 2020.