SIM
STEL

Spark Investment Management’s Stellar Bancorp STEL Stock Holding History

Spark Investment Management’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
2019
Q3 		– Sell
-8,106
Closed -$228K – 508
2019
Q2 		$228K Buy
+8,106
New +$240K 0.02% 450
2018
Q3 		– Sell
-14,600
Closed -$482K – 731
2018
Q2 		$482K Buy
14,600
+6,949
+91% +$211K 0.03% 442
2018
Q1 		$225K Buy
+7,651
New +$220K 0.01% 493

Other funds holding STEL

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Spark Investment Management's STEL Position: Q3 2019 in Review

Spark Investment Management sold out of Stellar Bancorp (STEL) in Q3 2019, closing a stake of 8,106 shares — an estimated $228K sold.

Spark Investment Management first reported a position in STEL in Q1 2018 and held it in 3 quarters. The position peaked at $482K in Q2 2018. 74 funds tracked by Wall St. Rank hold STEL as of Q3 2019.

  • Spark Investment Management reported no remaining Stellar Bancorp position as of Q3 2019 after selling out during the quarter.
  • Spark Investment Management sold 8,106 Stellar Bancorp shares in Q3 2019, an estimated $228K.
  • Spark Investment Management first reported a position in Stellar Bancorp in Q1 2018 and held it in 3 quarters.
  • Spark Investment Management's Stellar Bancorp position peaked at $482K in Q2 2018.
  • 74 funds tracked by Wall St. Rank held Stellar Bancorp as of Q3 2019.

Based on Spark Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.