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Tortoise Index Solutions’s StoneCo STNE Stock Holding History

Tortoise Index Solutions’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
2022
Q3 		– Sell
-9,019
Closed -$69K – 103
2022
Q2 		$69K Buy
9,019
+1,053
+13% +$10.1K 0.01% 98
2022
Q1 		$93K Buy
7,966
+614
+8% +$8.02K 0.02% 92
2021
Q4 		$124K Buy
7,352
+10
+0.1% +$254 0.03% 94
2021
Q3 		$255K Sell
7,342
-368
-5% -$19.1K 0.06% 85
2021
Q2 		$517K Buy
7,710
+1,103
+17% +$71.5K 0.11% 63
2021
Q1 		$404K Buy
6,607
+1,793
+37% +$140K 0.1% 68
2020
Q4 		$404K Buy
4,814
+167
+4% +$11.2K 0.11% 52
2020
Q3 		$246K Buy
+4,647
New +$222K 0.09% 67
2020
Q2 		– Sell
-5,320
Closed -$116K – 91
2020
Q1 		$116K Buy
5,320
+366
+7% +$14K 0.05% 78
2019
Q4 		$198K Buy
4,954
+2,319
+88% +$84.8K 0.04% 82
2019
Q3 		$92K Buy
2,635
+944
+56% +$31.5K 0.03% 108
2019
Q2 		$50K Buy
1,691
+1,147
+211% +$33.7K 0.01% 119
2019
Q1 		$22K Buy
+544
New +$14.8K 0.01% 137

Other funds holding STNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
KM
Kora Management Brooklyn, New York $843M AUM 11.3% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

Tortoise Index Solutions's STNE Position: Q3 2022 in Review

Tortoise Index Solutions sold out of StoneCo (STNE) in Q3 2022, closing a stake of 9,019 shares — an estimated $69K sold.

Tortoise Index Solutions first reported a position in STNE in Q1 2019 and held it in 13 quarters. The position peaked at $517K in Q2 2021. 254 funds tracked by Wall St. Rank hold STNE as of Q3 2022.

  • Tortoise Index Solutions reported no remaining StoneCo position as of Q3 2022 after selling out during the quarter.
  • Tortoise Index Solutions sold 9,019 StoneCo shares in Q3 2022, an estimated $69K.
  • Tortoise Index Solutions first reported a position in StoneCo in Q1 2019 and held it in 13 quarters.
  • Tortoise Index Solutions's StoneCo position peaked at $517K in Q2 2021.
  • 254 funds tracked by Wall St. Rank held StoneCo as of Q3 2022.

Based on Tortoise Index Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.