Pinnacle Associates’s StepStone Group STEP Stock Holding History

Pinnacle Associates’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
2025 Q1	–	Sell	-4,914	Closed	-$284K	–	860
2024 Q4	$284K	Buy	+4,914	New	+$305K	﹤0.01%	730

Other funds holding STEP

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pinnacle Associates's STEP Position: Q1 2025 in Review

Pinnacle Associates sold out of StepStone Group (STEP) in Q1 2025, closing a stake of 4,914 shares — an estimated $284K sold.

Pinnacle Associates first reported a position in STEP in Q4 2024 and held it in 1 quarter. The position peaked at $284K in Q4 2024. 237 funds tracked by Wall St. Rank hold STEP as of Q1 2025.

Pinnacle Associates reported no remaining StepStone Group position as of Q1 2025 after selling out during the quarter.
Pinnacle Associates sold 4,914 StepStone Group shares in Q1 2025, an estimated $284K.
Pinnacle Associates first reported a position in StepStone Group in Q4 2024 and held it in 1 quarter.
Pinnacle Associates's StepStone Group position peaked at $284K in Q4 2024.
237 funds tracked by Wall St. Rank held StepStone Group as of Q1 2025.

Based on Pinnacle Associates's 13F filing for Q1 2025, filed 6 May 2025.