PVH
STEL

Psagot Value Holdings’s Stellar Bancorp STEL Stock Holding History

Psagot Value Holdings’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
2024
Q1 		– Sell
-195
Closed -$6K – 478
2023
Q4 		$6K Buy
+195
New +$4.68K ﹤0.01% 412

Other funds holding STEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Psagot Value Holdings's STEL Position: Q1 2024 in Review

Psagot Value Holdings sold out of Stellar Bancorp (STEL) in Q1 2024, closing a stake of 195 shares — an estimated $6K sold.

Psagot Value Holdings first reported a position in STEL in Q4 2023 and held it in 1 quarter. The position peaked at $6K in Q4 2023. 164 funds tracked by Wall St. Rank hold STEL as of Q1 2024.

  • Psagot Value Holdings reported no remaining Stellar Bancorp position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 195 Stellar Bancorp shares in Q1 2024, an estimated $6K.
  • Psagot Value Holdings first reported a position in Stellar Bancorp in Q4 2023 and held it in 1 quarter.
  • Psagot Value Holdings's Stellar Bancorp position peaked at $6K in Q4 2023.
  • 164 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.