Number of Shares
69,309.00
Current Holdings Value*
$3.62 Mil
% of Portfolio
1.61%
Total Estimate Gain
$1.20 Mil
% of Total Estimate Gain
22.15%

SBH SMALL CAP GROWTH FUND's StepStone Group Inc Holding Summary

As of 2025-03-31, SBH SMALL CAP GROWTH FUND held 69,309.00 shares of StepStone Group Inc(STEP), totaling $3.62 Mil. This investment constitutes 1.61% of their stock portfolio, and SBH SMALL CAP GROWTH FUND now holds 0.09% of the outstanding StepStone Group Inc(STEP) stock.

The initial trade took place in 2021Q4. And since then SBH SMALL CAP GROWTH FUND has made 10 purchases of STEP, at an average price of $43.53, for a total of 124,917.00 shares. In addition, there have been 3 sales at an average price of $44.94 for 55,608.00 shares. Based on historical transaction data and STEP's current price of $59.77, SBH SMALL CAP GROWTH FUND's estimated gain on his STEP holdings is $1.20 Mil, reflecting a 22.15% gain to date.

SBH SMALL CAP GROWTH FUND STEP ($59.77) Holding Chart

SBH SMALL CAP GROWTH FUND STEP ($59.77) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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