West Oak Capital’s StoneCo STNE Stock Holding History

West Oak Capital’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
2022 Q2	–	Sell	-100	Closed	-$1K	–	366
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	349
2021 Q4	$2K	Buy	100 +55	+122%	+$1.4K	﹤0.01%	327
2021 Q3	$2K	Hold	45	–	–	﹤0.01%	329
2021 Q2	$3K	Hold	45	–	–	﹤0.01%	315
2021 Q1	$3K	Hold	45	–	–	﹤0.01%	304
2020 Q4	$4K	Hold	45	–	–	﹤0.01%	277
2020 Q3	$2K	Hold	45	–	–	﹤0.01%	269
2020 Q2	$2K	Buy	45 +20	+80%	+$583	﹤0.01%	271
2020 Q1	$1K	Buy	+25	New	+$953	﹤0.01%	277

Other funds holding STNE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Kora Management Brooklyn, New York $843M AUM 11.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

West Oak Capital's STNE Position: Q2 2022 in Review

West Oak Capital sold out of StoneCo (STNE) in Q2 2022, closing a stake of 100 shares — an estimated $1K sold.

West Oak Capital first reported a position in STNE in Q1 2020 and held it in 9 quarters. The position peaked at $4K in Q4 2020. 264 funds tracked by Wall St. Rank hold STNE as of Q2 2022.

West Oak Capital reported no remaining StoneCo position as of Q2 2022 after selling out during the quarter.
West Oak Capital sold 100 StoneCo shares in Q2 2022, an estimated $1K.
West Oak Capital first reported a position in StoneCo in Q1 2020 and held it in 9 quarters.
West Oak Capital's StoneCo position peaked at $4K in Q4 2020.
264 funds tracked by Wall St. Rank held StoneCo as of Q2 2022.

Based on West Oak Capital's 13F filing for Q2 2022, filed 11 Jul 2022.