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Woodward Diversified Capital’s StoneCo STNE Stock Holding History

Woodward Diversified 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
2024
Q1 		– Sell
-28,254
Closed -$509K – 164
2023
Q4 		$509K Sell
28,254
-3,000
-10% -$39.4K 0.32% 82
2023
Q3 		$333K Buy
+31,254
New +$385K 0.24% 98

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Woodward Diversified Capital's STNE Position: Q1 2024 in Review

Woodward Diversified Capital sold out of StoneCo (STNE) in Q1 2024, closing a stake of 28,254 shares — an estimated $509K sold.

Woodward Diversified Capital first reported a position in STNE in Q3 2023 and held it in 2 quarters. The position peaked at $509K in Q4 2023. 292 funds tracked by Wall St. Rank hold STNE as of Q1 2024.

  • Woodward Diversified Capital reported no remaining StoneCo position as of Q1 2024 after selling out during the quarter.
  • Woodward Diversified Capital sold 28,254 StoneCo shares in Q1 2024, an estimated $509K.
  • Woodward Diversified Capital first reported a position in StoneCo in Q3 2023 and held it in 2 quarters.
  • Woodward Diversified Capital's StoneCo position peaked at $509K in Q4 2023.
  • 292 funds tracked by Wall St. Rank held StoneCo as of Q1 2024.

Based on Woodward Diversified Capital's 13F filing for Q1 2024, filed 30 Apr 2024.