ZIM
STEP icon

Zacks Investment Management’s StepStone Group STEP Stock Holding History

Zacks Investment Management’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-74,530
Closed -$2.46M – 646
2022
Q1 		$2.46M Buy
74,530
+3,583
+5% +$123K 0.03% 261
2021
Q4 		$2.95M Sell
70,947
-3,632
-5% -$160K 0.04% 251
2021
Q3 		$3.18M Buy
74,579
+38,147
+105% +$1.69M 0.05% 234
2021
Q2 		$1.25M Buy
+36,432
New +$1.21M 0.02% 337

Other funds holding STEP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Zacks Investment Management's STEP Position: Q2 2022 in Review

Zacks Investment Management sold out of StepStone Group (STEP) in Q2 2022, closing a stake of 74,530 shares — an estimated $2.46M sold.

Zacks Investment Management first reported a position in STEP in Q2 2021 and held it in 4 quarters. The position peaked at $3.18M in Q3 2021. 128 funds tracked by Wall St. Rank hold STEP as of Q2 2022.

  • Zacks Investment Management reported no remaining StepStone Group position as of Q2 2022 after selling out during the quarter.
  • Zacks Investment Management sold 74,530 StepStone Group shares in Q2 2022, an estimated $2.46M.
  • Zacks Investment Management first reported a position in StepStone Group in Q2 2021 and held it in 4 quarters.
  • Zacks Investment Management's StepStone Group position peaked at $3.18M in Q3 2021.
  • 128 funds tracked by Wall St. Rank held StepStone Group as of Q2 2022.

Based on Zacks Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.