WA
STEL

Wasatch Advisors’s Stellar Bancorp STEL Stock Holding History

Wasatch Advisors’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
2020
Q3 		– Sell
-302,738
Closed -$6.36M – 261
2020
Q2 		$6.36M Buy
302,738
+10,660
+4% +$197K 0.05% 184
2020
Q1 		$5.19M Sell
292,078
-43,891
-13% -$1.15M 0.05% 169
2019
Q4 		$10.5M Buy
335,969
+26,514
+9% +$778K 0.09% 149
2019
Q3 		$8.63M Buy
309,455
+41,075
+15% +$1.17M 0.08% 149
2019
Q2 		$7.55M Buy
268,380
+40,608
+18% +$1.2M 0.07% 148
2019
Q1 		$7.4M Buy
227,772
+69,966
+44% +$2.26M 0.08% 139
2018
Q4 		$4.64M Sell
157,806
-1,888
-1% -$62.6K 0.06% 164
2018
Q3 		$5.68M Buy
159,694
+168
+0.1% +$6.08K 0.06% 163
2018
Q2 		$5.27M Buy
159,526
+29,625
+23% +$902K 0.06% 160
2018
Q1 		$3.82M Buy
129,901
+52,954
+69% +$1.52M 0.05% 171
2017
Q4 		$2.28M Buy
+76,947
New +$2.22M 0.03% 212

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wasatch Advisors's STEL Position: Q3 2020 in Review

Wasatch Advisors sold out of Stellar Bancorp (STEL) in Q3 2020, closing a stake of 302,738 shares — an estimated $6.36M sold.

Wasatch Advisors first reported a position in STEL in Q4 2017 and held it in 11 quarters. The position peaked at $10.5M in Q4 2019. 82 funds tracked by Wall St. Rank hold STEL as of Q3 2020.

  • Wasatch Advisors reported no remaining Stellar Bancorp position as of Q3 2020 after selling out during the quarter.
  • Wasatch Advisors sold 302,738 Stellar Bancorp shares in Q3 2020, an estimated $6.36M.
  • Wasatch Advisors first reported a position in Stellar Bancorp in Q4 2017 and held it in 11 quarters.
  • Wasatch Advisors's Stellar Bancorp position peaked at $10.5M in Q4 2019.
  • 82 funds tracked by Wall St. Rank held Stellar Bancorp as of Q3 2020.

Based on Wasatch Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.