Shepherd Financial Partners’s StoneCo STNE Stock Holding History

Shepherd Financial Partners’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 Q4	–	Sell	-36,214	Closed	-$1.26M	–	159
2021 Q3	$1.26M	Buy	36,214 +1,260	+4%	+$65.4K	0.24%	77
2021 Q2	$2.34M	Buy	34,954 +406	+1%	+$26.3K	0.45%	40
2021 Q1	$2.12M	Buy	34,548 +287	+0.8%	+$22.4K	0.47%	40
2020 Q4	$2.88M	Buy	34,261 +312	+0.9%	+$20.9K	0.66%	29
2020 Q3	$1.8M	Buy	33,949 +1,953	+6%	+$93.3K	0.42%	46
2020 Q2	$1.24M	Buy	+31,996	New	+$933K	0.34%	55

Other funds holding STNE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Kora Management Brooklyn, New York $843M AUM 11.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Shepherd Financial Partners's STNE Position: Q4 2021 in Review

Shepherd Financial Partners sold out of StoneCo (STNE) in Q4 2021, closing a stake of 36,214 shares — an estimated $1.26M sold.

Shepherd Financial Partners first reported a position in STNE in Q2 2020 and held it in 6 quarters. The position peaked at $2.88M in Q4 2020. 271 funds tracked by Wall St. Rank hold STNE as of Q4 2021.

Shepherd Financial Partners reported no remaining StoneCo position as of Q4 2021 after selling out during the quarter.
Shepherd Financial Partners sold 36,214 StoneCo shares in Q4 2021, an estimated $1.26M.
Shepherd Financial Partners first reported a position in StoneCo in Q2 2020 and held it in 6 quarters.
Shepherd Financial Partners's StoneCo position peaked at $2.88M in Q4 2020.
271 funds tracked by Wall St. Rank held StoneCo as of Q4 2021.

Based on Shepherd Financial Partners's 13F filing for Q4 2021, filed 14 Feb 2022.