RJA
STEL

Raymond James & Associates’s Stellar Bancorp STEL Stock Holding History

Raymond James & Associates’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
2020
Q1 		– Sell
-6,950
Closed -$216K – 3703
2019
Q4 		$216K Buy
+6,950
New +$204K ﹤0.01% 3303

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James & Associates's STEL Position: Q1 2020 in Review

Raymond James & Associates sold out of Stellar Bancorp (STEL) in Q1 2020, closing a stake of 6,950 shares — an estimated $216K sold.

Raymond James & Associates first reported a position in STEL in Q4 2019 and held it in 1 quarter. The position peaked at $216K in Q4 2019. 75 funds tracked by Wall St. Rank hold STEL as of Q1 2020.

  • Raymond James & Associates reported no remaining Stellar Bancorp position as of Q1 2020 after selling out during the quarter.
  • Raymond James & Associates sold 6,950 Stellar Bancorp shares in Q1 2020, an estimated $216K.
  • Raymond James & Associates first reported a position in Stellar Bancorp in Q4 2019 and held it in 1 quarter.
  • Raymond James & Associates's Stellar Bancorp position peaked at $216K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2020.

Based on Raymond James & Associates's 13F filing for Q1 2020, filed 21 Apr 2020.