VELT Partners Investimentos’s StoneCo STNE Stock Holding History

VELT Partners Investimentos’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	$6.84M	Buy	+640,831	New	+$7.89M	13.39%	2
2022 Q3	–	Sell	-1,719,208	Closed	-$13.2M	–	4
2022 Q2	$13.2M	Sell	1,719,208 -157,000	-8%	-$1.5M	12.2%	3
2022 Q1	$22M	Buy	1,876,208 +25,600	+1%	+$335K	18.1%	2
2021 Q4	$31.2M	Sell	1,850,608 -209,400	-10%	-$5.31M	27.91%	2
2021 Q3	$71.5M	Buy	2,060,008 +659,300	+47%	+$34.2M	38.74%	1
2021 Q2	$93.9M	Buy	1,400,708 +75,700	+6%	+$4.91M	52.47%	1
2021 Q1	$81.1M	Buy	1,325,008 +32,799	+3%	+$2.56M	48.05%	1
2020 Q4	$108M	Buy	1,292,209 +49,400	+4%	+$3.31M	58.28%	1
2020 Q3	$65.7M	Buy	1,242,809 +63,900	+5%	+$3.05M	46.55%	1
2020 Q2	$45.7M	Sell	1,178,909 -485,500	-29%	-$14.2M	36.39%	1
2020 Q1	$36.2M	Buy	1,664,409 +1,106,009	+198%	+$42.2M	28.84%	1
2019 Q4	$22.3M	Buy	+558,400	New	+$20.4M	14.93%	4

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VELT Partners Investimentos's STNE Position: Q3 2023 in Review

VELT Partners Investimentos opened a new position in StoneCo (STNE) in Q3 2023: 640,831 shares worth $6.84M. The stake represents 13.39% of the portfolio and ranks #2 among its holdings. This is a return to the name: VELT Partners Investimentos previously reported a position in STNE as recently as Q2 2022.

VELT Partners Investimentos first reported a position in STNE in Q4 2019 and has held it in 12 quarters since. The position peaked at $108M in Q4 2020. 260 funds tracked by Wall St. Rank hold STNE as of Q3 2023.

VELT Partners Investimentos held 640,831 shares of StoneCo worth $6.84M as of Q3 2023.
StoneCo was a new VELT Partners Investimentos position in Q3 2023.
StoneCo made up 13.39% of VELT Partners Investimentos's portfolio in Q3 2023, its #2 holding.
VELT Partners Investimentos first reported a position in StoneCo in Q4 2019 and has held it in 12 quarters since.
VELT Partners Investimentos's StoneCo position peaked at $108M in Q4 2020.
260 funds tracked by Wall St. Rank held StoneCo as of Q3 2023.

Based on VELT Partners Investimentos's 13F filing for Q3 2023, filed 9 Nov 2023.