WRF
STEL

Waddell & Reed Financial’s Stellar Bancorp STEL Stock Holding History

Waddell & Reed Financial’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-60,710
Closed -$1.8M – 560
2017
Q4 		$1.8M Buy
+60,710
New +$1.75M ﹤0.01% 502

Other funds holding STEL

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.21% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return

Waddell & Reed Financial's STEL Position: Q1 2018 in Review

Waddell & Reed Financial sold out of Stellar Bancorp (STEL) in Q1 2018, closing a stake of 60,710 shares — an estimated $1.8M sold.

Waddell & Reed Financial first reported a position in STEL in Q4 2017 and held it in 1 quarter. The position peaked at $1.8M in Q4 2017. 59 funds tracked by Wall St. Rank hold STEL as of Q1 2018.

  • Waddell & Reed Financial reported no remaining Stellar Bancorp position as of Q1 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 60,710 Stellar Bancorp shares in Q1 2018, an estimated $1.8M.
  • Waddell & Reed Financial first reported a position in Stellar Bancorp in Q4 2017 and held it in 1 quarter.
  • Waddell & Reed Financial's Stellar Bancorp position peaked at $1.8M in Q4 2017.
  • 59 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2018.

Based on Waddell & Reed Financial's 13F filing for Q1 2018, filed 15 May 2018.