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SJS Investment Consulting’s StepStone Group STEP Stock Holding History

SJS Investment Consulting’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
2026
Q1 		$525 Buy
11
+9
+450% +$520 ﹤0.01% 1722
2025
Q4 		$129 Hold
2
– – ﹤0.01% 1911
2025
Q3 		$131 Hold
2
– – ﹤0.01% 1559
2025
Q2 		$111 Sell
2
-3
-60% -$161 ﹤0.01% 1472
2025
Q1 		$262 Hold
5
– – ﹤0.01% 1408
2024
Q4 		$290 Hold
5
– – ﹤0.01% 1402
2024
Q3 		$285 Sell
5
-2
-29% -$102 ﹤0.01% 1456
2024
Q2 		$322 Buy
7
+3
+75% +$118 ﹤0.01% 1420
2024
Q1 		$143 Buy
4
+1
+33% +$34 ﹤0.01% 1538
2023
Q4 		$96 Hold
3
– – ﹤0.01% 1555
2023
Q3 		$95 Buy
+3
New +$87 ﹤0.01% 1550
2023
Q2 		– Sell
-1
Closed -$25 – 1623
2023
Q1 		$25 Buy
+1
New +$27 ﹤0.01% 1555

Other funds holding STEP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return