Stonegate Investment Group, LLC CTAS β€” CINTAS CORP

Ownership history in Stonegate Investment Group, LLC  Β·  4 quarters on record

AI Ownership Summary

Stonegate Investment Group, LLC reported CINTAS CORP (CTAS) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q2. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows CTAS at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CTAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stonegate Investment Group, LLC's position in CINTAS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

CTAS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Stonegate Investment Group, LLC held CTAS β€” position size vs. price
% of Fund (quarterly)    CTAS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED β€” β€” β€” 1,298 -31 -2.3% 0.01% $289K 2025-07-23 $219.72
2025 Q1 ADDED β€” β€” β€” 1,329 +128 +10.7% 0.01% $273K 2025-04-22 $204.09
2024 Q4 ADDED β€” β€” β€” 1,201 +125 +11.6% 0.01% $219K 2025-01-22 $196.95
2024 Q3 INITIATED β€” β€” β€” 1,076 β€” β€” 0.01% $222K 2024-10-17 $211.22

FAQ About Stonegate Investment Group, LLC and CTAS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stonegate Investment Group, LLC reported owning CTAS?

Stonegate Investment Group, LLC reported CTAS across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q2.

What was the largest reported CTAS position in Stonegate Investment Group, LLC's portfolio?

The largest reported portfolio weight for CTAS was 0.01% in 2025 Q1.

What is the latest reported CTAS position on this page?

The most recent filing on this page is 2025 Q2, when Stonegate Investment Group, LLC reported 1,298 shares, equal to 0.01% of portfolio, with an estimated market value of $289K.

What does the chart on this CTAS ownership page compare?

The chart compares Stonegate Investment Group, LLC's quarterly CTAS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stonegate Investment Group, LLC time their CTAS position?

Based on 13F filing dates vs. subsequent CTAS price moves, Stonegate Investment Group, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CTAS relative to SPY over the holding period was -7.0%.

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