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Pathstone Family Office’s StoneCo STNE Stock Holding History

Pathstone Family Office’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
Q3 		$4.27M Sell
400,542
-14,460
-3% -$178K 0.03% 302
2023
Q2 		$5.29M Buy
415,002
+15,000
+4% +$187K 0.08% 158
2023
Q1 		$3.82M Buy
+400,002
New +$3.83M 0.06% 178

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pathstone Family Office's STNE Position: Q3 2023 in Review

Pathstone Family Office reduced its StoneCo (STNE) stake by 3.5% in Q3 2023, selling an estimated $178K and leaving 400,542 shares worth $4.27M. The position accounts for 0.03% of the portfolio, ranked #302.

Pathstone Family Office first reported a position in STNE in Q1 2023 and has held it in 3 quarters since. The position peaked at $5.29M in Q2 2023. 261 funds tracked by Wall St. Rank hold STNE as of Q3 2023.

  • Pathstone Family Office held 400,542 shares of StoneCo worth $4.27M as of Q3 2023.
  • Pathstone Family Office sold 14,460 StoneCo shares in Q3 2023, an estimated $178K.
  • StoneCo made up 0.03% of Pathstone Family Office's portfolio in Q3 2023, its #302 holding.
  • Pathstone Family Office first reported a position in StoneCo in Q1 2023 and has held it in 3 quarters since.
  • Pathstone Family Office's StoneCo position peaked at $5.29M in Q2 2023.
  • 261 funds tracked by Wall St. Rank held StoneCo as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.