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Rikoon Group’s StoneCo STNE Stock Holding History

Rikoon Group’s Portfolio STNE Stock Details STNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$405K Sell
6,610
-35
-0.5% -$2.73K 0.11% 158
2020
Q4 		$558K Sell
6,645
-790
-11% -$52.9K 0.16% 132
2020
Q3 		$393K Sell
7,435
-350
-4% -$16.7K 0.12% 141
2020
Q2 		$302K Buy
+7,785
New +$227K 0.1% 161

Other funds holding STNE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Rikoon Group's STNE Position: Q1 2021 in Review

Rikoon Group reduced its StoneCo (STNE) stake by 0.53% in Q1 2021, selling an estimated $2.73K and leaving 6,610 shares worth $405K. The position accounts for 0.11% of the portfolio, ranked #158.

Rikoon Group first reported a position in STNE in Q2 2020 and has held it in 4 quarters since. The position peaked at $558K in Q4 2020. 334 funds tracked by Wall St. Rank hold STNE as of Q1 2021.

  • Rikoon Group held 6,610 shares of StoneCo worth $405K as of Q1 2021.
  • Rikoon Group sold 35 StoneCo shares in Q1 2021, an estimated $2.73K.
  • StoneCo made up 0.11% of Rikoon Group's portfolio in Q1 2021, its #158 holding.
  • Rikoon Group first reported a position in StoneCo in Q2 2020 and has held it in 4 quarters since.
  • Rikoon Group's StoneCo position peaked at $558K in Q4 2020.
  • 334 funds tracked by Wall St. Rank held StoneCo as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.