Veritable’s STORE Capital Corporation STOR Stock Holding History

Veritable’s Portfolio STOR Stock Details STOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,673	Closed	-$278K	–	927
2022 Q4	$278K	Buy	+8,673	New	+$275K	﹤0.01%	681
2020 Q3	–	Sell	-15,412	Closed	-$367K	–	793
2020 Q2	$367K	Buy	+15,412	New	+$308K	0.01%	543
2019 Q1	–	Sell	-7,969	Closed	-$226K	–	825
2018 Q4	$226K	Hold	7,969	–	–	0.01%	699
2018 Q3	$221K	Sell	7,969 -51	-0.6%	-$1.44K	﹤0.01%	753
2018 Q2	$220K	Buy	+8,020	New	+$208K	﹤0.01%	735

Other funds holding STOR

VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Veritable's STOR Position: Q1 2023 in Review

Veritable sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 8,673 shares — an estimated $278K sold.

Veritable first reported a position in STOR in Q2 2018 and held it in 5 quarters. The position peaked at $367K in Q2 2020. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

Veritable reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
Veritable sold 8,673 STORE Capital Corporation shares in Q1 2023, an estimated $278K.
Veritable first reported a position in STORE Capital Corporation in Q2 2018 and held it in 5 quarters.
Veritable's STORE Capital Corporation position peaked at $367K in Q2 2020.
5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Veritable's 13F filing for Q1 2023, filed 12 May 2023.