Phoenix Financial’s StepStone Group STEP Stock Holding History

Phoenix Financial’s Portfolio STEP Stock Details STEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-170,000	Closed	-$4.26M	–	421
2020 Q3	$4.26M	Buy	+170,000	New	+$4.34M	0.18%	109

Other funds holding STEP

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Phoenix Financial's STEP Position: Q4 2020 in Review

Phoenix Financial sold out of StepStone Group (STEP) in Q4 2020, closing a stake of 170,000 shares — an estimated $4.26M sold.

Phoenix Financial first reported a position in STEP in Q3 2020 and held it in 1 quarter. The position peaked at $4.26M in Q3 2020. 77 funds tracked by Wall St. Rank hold STEP as of Q4 2020.

Phoenix Financial reported no remaining StepStone Group position as of Q4 2020 after selling out during the quarter.
Phoenix Financial sold 170,000 StepStone Group shares in Q4 2020, an estimated $4.26M.
Phoenix Financial first reported a position in StepStone Group in Q3 2020 and held it in 1 quarter.
Phoenix Financial's StepStone Group position peaked at $4.26M in Q3 2020.
77 funds tracked by Wall St. Rank held StepStone Group as of Q4 2020.

Based on Phoenix Financial's 13F filing for Q4 2020, filed 11 Feb 2021.