TCM
STEL

Tang Capital Management’s Stellar Bancorp STEL Stock Holding History

Tang Capital 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
2024
Q1 		– Sell
-20,000
Closed -$557K – 127
2023
Q4 		$557K Hold
20,000
– – 0.05% 113
2023
Q3 		$426K Hold
20,000
– – 0.06% 97
2023
Q2 		$458K Buy
20,000
+10,000
+100% +$233K 0.07% 88
2023
Q1 		$246K Buy
+10,000
New +$281K 0.04% 94

Other funds holding STEL

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tang Capital Management's STEL Position: Q1 2024 in Review

Tang Capital Management sold out of Stellar Bancorp (STEL) in Q1 2024, closing a stake of 20,000 shares — an estimated $557K sold.

Tang Capital Management first reported a position in STEL in Q1 2023 and held it in 4 quarters. The position peaked at $557K in Q4 2023. 164 funds tracked by Wall St. Rank hold STEL as of Q1 2024.

  • Tang Capital Management reported no remaining Stellar Bancorp position as of Q1 2024 after selling out during the quarter.
  • Tang Capital Management sold 20,000 Stellar Bancorp shares in Q1 2024, an estimated $557K.
  • Tang Capital Management first reported a position in Stellar Bancorp in Q1 2023 and held it in 4 quarters.
  • Tang Capital Management's Stellar Bancorp position peaked at $557K in Q4 2023.
  • 164 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2024.

Based on Tang Capital Management's 13F filing for Q1 2024, filed 15 May 2024.