Squar Milner Financial Services’s StoneCo STNE Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-582	Closed	-$12K	–	649
2020 Q1	$12K	Buy	582 +124	+27%	+$4.73K	0.01%	526
2019 Q4	$18K	Buy	+458	New	+$16.8K	0.01%	536
2019 Q3	–	Sell	-57	Closed	-$2K	–	648
2019 Q2	$2K	Buy	+57	New	+$1.68K	﹤0.01%	751

Other funds holding STNE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSCM

Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

Squar Milner Financial Services's STNE Position: Q2 2020 in Review

Squar Milner Financial Services sold out of StoneCo (STNE) in Q2 2020, closing a stake of 582 shares — an estimated $12K sold.

Squar Milner Financial Services first reported a position in STNE in Q2 2019 and held it in 3 quarters. The position peaked at $18K in Q4 2019. 231 funds tracked by Wall St. Rank hold STNE as of Q2 2020.

Squar Milner Financial Services reported no remaining StoneCo position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 582 StoneCo shares in Q2 2020, an estimated $12K.
Squar Milner Financial Services first reported a position in StoneCo in Q2 2019 and held it in 3 quarters.
Squar Milner Financial Services's StoneCo position peaked at $18K in Q4 2019.
231 funds tracked by Wall St. Rank held StoneCo as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.