UBS O'Connor’s StoneCo STNE Stock Holding History

UBS O'Connor’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
2025 Q1	–	Sell	-173,478	Closed	-$1.38M	–	452
2024 Q4	$1.38M	Buy	173,478 +9,620	+6%	+$97.5K	0.03%	204
2024 Q3	$1.85M	Buy	163,858 +70,244	+75%	+$896K	0.05%	187
2024 Q2	$1.12M	Buy	+93,614	New	+$1.38M	0.03%	280
2019 Q1	–	Sell	-142,715	Closed	-$2.63M	–	126
2018 Q4	$2.63M	Buy	+142,715	New	+$3.3M	0.09%	114

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

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

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

ACGDR

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS O'Connor's STNE Position: Q1 2025 in Review

UBS O'Connor sold out of StoneCo (STNE) in Q1 2025, closing a stake of 173,478 shares — an estimated $1.38M sold.

UBS O'Connor first reported a position in STNE in Q4 2018 and held it in 4 quarters. The position peaked at $2.63M in Q4 2018. 252 funds tracked by Wall St. Rank hold STNE as of Q1 2025.

UBS O'Connor reported no remaining StoneCo position as of Q1 2025 after selling out during the quarter.
UBS O'Connor sold 173,478 StoneCo shares in Q1 2025, an estimated $1.38M.
UBS O'Connor first reported a position in StoneCo in Q4 2018 and held it in 4 quarters.
UBS O'Connor's StoneCo position peaked at $2.63M in Q4 2018.
252 funds tracked by Wall St. Rank held StoneCo as of Q1 2025.

Based on UBS O'Connor's 13F filing for Q1 2025, filed 15 May 2025.