Stifel Financial
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Stifel Financial’s StoneCo STNE Stock Holding History

Stifel Financial’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
2024
Q1 		– Sell
-15,426
Closed -$278K – 3421
2023
Q4 		$278K Buy
+15,426
New +$203K ﹤0.01% 2891
2023
Q3 		– Sell
-164,265
Closed -$2.09M – 3401
2023
Q2 		$2.09M Buy
+164,265
New +$2.05M ﹤0.01% 1593
2022
Q2 		– Sell
-16,633
Closed -$194K – 3453
2022
Q1 		$194K Buy
+16,633
New +$217K ﹤0.01% 3140
2021
Q4 		– Sell
-12,973
Closed -$450K – 3463
2021
Q3 		$450K Buy
12,973
+3,328
+35% +$173K ﹤0.01% 2635
2021
Q2 		$647K Buy
9,645
+678
+8% +$44K ﹤0.01% 2422
2021
Q1 		$549K Sell
8,967
-6,295
-41% -$491K ﹤0.01% 2423
2020
Q4 		$1.28M Sell
15,262
-1,390
-8% -$93.1K ﹤0.01% 1669
2020
Q3 		$881K Buy
16,652
+8,832
+113% +$422K ﹤0.01% 1722
2020
Q2 		$303K Sell
7,820
-6,624
-46% -$193K ﹤0.01% 2359
2020
Q1 		$315K Buy
14,444
+2,435
+20% +$92.8K ﹤0.01% 2148
2019
Q4 		$487K Sell
12,009
-2,748
-19% -$101K ﹤0.01% 2273
2019
Q3 		$526K Sell
14,757
-5,638
-28% -$188K ﹤0.01% 2143
2019
Q2 		$599K Buy
20,395
+11,045
+118% +$325K ﹤0.01% 2122
2019
Q1 		$384K Buy
+9,350
New +$254K ﹤0.01% 2210

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Stifel Financial's STNE Position: Q1 2024 in Review

Stifel Financial sold out of StoneCo (STNE) in Q1 2024, closing a stake of 15,426 shares — an estimated $278K sold.

Stifel Financial first reported a position in STNE in Q1 2019 and held it in 14 quarters. The position peaked at $2.09M in Q2 2023. 293 funds tracked by Wall St. Rank hold STNE as of Q1 2024.

  • Stifel Financial reported no remaining StoneCo position as of Q1 2024 after selling out during the quarter.
  • Stifel Financial sold 15,426 StoneCo shares in Q1 2024, an estimated $278K.
  • Stifel Financial first reported a position in StoneCo in Q1 2019 and held it in 14 quarters.
  • Stifel Financial's StoneCo position peaked at $2.09M in Q2 2023.
  • 293 funds tracked by Wall St. Rank held StoneCo as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.