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United Capital Financial Advisors’s StoneCo STNE Stock Holding History

United Capital Financial Advisors’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
2023
Q3 		– Sell
-17,691
Closed -$225K – 895
2023
Q2 		$225K Buy
17,691
+121
+0.7% +$1.51K ﹤0.01% 830
2023
Q1 		$168K Buy
+17,570
New +$168K ﹤0.01% 937

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NC
Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Capital Financial Advisors's STNE Position: Q3 2023 in Review

United Capital Financial Advisors sold out of StoneCo (STNE) in Q3 2023, closing a stake of 17,691 shares — an estimated $225K sold.

United Capital Financial Advisors first reported a position in STNE in Q1 2023 and held it in 2 quarters. The position peaked at $225K in Q2 2023. 260 funds tracked by Wall St. Rank hold STNE as of Q3 2023.

  • United Capital Financial Advisors reported no remaining StoneCo position as of Q3 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 17,691 StoneCo shares in Q3 2023, an estimated $225K.
  • United Capital Financial Advisors first reported a position in StoneCo in Q1 2023 and held it in 2 quarters.
  • United Capital Financial Advisors's StoneCo position peaked at $225K in Q2 2023.
  • 260 funds tracked by Wall St. Rank held StoneCo as of Q3 2023.

Based on United Capital Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.