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Stone Summit Wealth’s Sea Limited SE Stock Holding History

Stone Summit Wealth’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,650
Closed -$260K – 133
2022
Q3 		$260K Sell
4,650
-480
-9% -$33.4K 0.16% 115
2022
Q2 		$343K Sell
5,130
-4,139
-45% -$353K 0.2% 100
2022
Q1 		$1.11M Buy
9,269
+3,467
+60% +$489K 0.62% 52
2021
Q4 		$1.28M Buy
+5,802
New +$1.73M 1.04% 35

Other funds holding SE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stone Summit Wealth's SE Position: Q4 2022 in Review

Stone Summit Wealth sold out of Sea Limited (SE) in Q4 2022, closing a stake of 4,650 shares — an estimated $260K sold.

Stone Summit Wealth first reported a position in SE in Q4 2021 and held it in 4 quarters. The position peaked at $1.28M in Q4 2021. 525 funds tracked by Wall St. Rank hold SE as of Q4 2022.

  • Stone Summit Wealth reported no remaining Sea Limited position as of Q4 2022 after selling out during the quarter.
  • Stone Summit Wealth sold 4,650 Sea Limited shares in Q4 2022, an estimated $260K.
  • Stone Summit Wealth first reported a position in Sea Limited in Q4 2021 and held it in 4 quarters.
  • Stone Summit Wealth's Sea Limited position peaked at $1.28M in Q4 2021.
  • 525 funds tracked by Wall St. Rank held Sea Limited as of Q4 2022.

Based on Stone Summit Wealth's 13F filing for Q4 2022, filed 20 Jan 2023.