PCS
STVN icon

Personal CFO Solutions’s Stevanato STVN Stock Holding History

Personal CFO Solutions’s Portfolio STVN Stock Details STVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,603
Closed -$213K – 595
2024
Q2 		$213K Sell
11,603
-924
-7% -$21.5K 0.03% 488
2024
Q1 		$402K Buy
12,527
+341
+3% +$10.4K 0.06% 310
2023
Q4 		$333K Buy
12,186
+534
+5% +$15.4K 0.06% 344
2023
Q3 		$346K Sell
11,652
-1,185
-9% -$37.1K 0.07% 291
2023
Q2 		$416K Sell
12,837
-274
-2% -$7.69K 0.08% 247
2023
Q1 		$340K Sell
13,111
-1,326
-9% -$28.4K 0.07% 272
2022
Q4 		$259K Buy
14,437
+3,498
+32% +$58K 0.05% 345
2022
Q3 		$185K Buy
+10,939
New +$184K 0.05% 382

Other funds holding STVN

CCA
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
TLP
Tri Locum Partners New York $713M AUM 68.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return