WCM
STEL

Wedge Capital Management’s Stellar Bancorp STEL Stock Holding History

Wedge Capital Management’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
-50,079
Closed -$1.05M – 557
2020
Q2 		$1.05M Buy
50,079
+4,338
+9% +$80.3K 0.01% 290
2020
Q1 		$813K Buy
+45,741
New +$1.2M 0.01% 307

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

Wedge Capital Management's STEL Position: Q3 2020 in Review

Wedge Capital Management sold out of Stellar Bancorp (STEL) in Q3 2020, closing a stake of 50,079 shares — an estimated $1.05M sold.

Wedge Capital Management first reported a position in STEL in Q1 2020 and held it in 2 quarters. The position peaked at $1.05M in Q2 2020. 82 funds tracked by Wall St. Rank hold STEL as of Q3 2020.

  • Wedge Capital Management reported no remaining Stellar Bancorp position as of Q3 2020 after selling out during the quarter.
  • Wedge Capital Management sold 50,079 Stellar Bancorp shares in Q3 2020, an estimated $1.05M.
  • Wedge Capital Management first reported a position in Stellar Bancorp in Q1 2020 and held it in 2 quarters.
  • Wedge Capital Management's Stellar Bancorp position peaked at $1.05M in Q2 2020.
  • 82 funds tracked by Wall St. Rank held Stellar Bancorp as of Q3 2020.

Based on Wedge Capital Management's 13F filing for Q3 2020, filed 8 Oct 2020.