AIP
STL

Almanack Investment Partners’s Sterling Bancorp STL Stock Holding History

Almanack Investment Partners’s Portfolio STL Stock Details STL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-49,030
Closed -$786K – 472
2020
Q3 		$786K Hold
49,030
– – 0.1% 140
2020
Q2 		$575K Hold
49,030
– – 0.1% 109
2020
Q1 		$512K Buy
+49,030
New +$846K 0.11% 123

Other funds holding STL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Almanack Investment Partners's STL Position: Q4 2020 in Review

Almanack Investment Partners sold out of Sterling Bancorp (STL) in Q4 2020, closing a stake of 49,030 shares — an estimated $786K sold.

Almanack Investment Partners first reported a position in STL in Q1 2020 and held it in 3 quarters. The position peaked at $786K in Q3 2020. 288 funds tracked by Wall St. Rank hold STL as of Q4 2020.

  • Almanack Investment Partners reported no remaining Sterling Bancorp position as of Q4 2020 after selling out during the quarter.
  • Almanack Investment Partners sold 49,030 Sterling Bancorp shares in Q4 2020, an estimated $786K.
  • Almanack Investment Partners first reported a position in Sterling Bancorp in Q1 2020 and held it in 3 quarters.
  • Almanack Investment Partners's Sterling Bancorp position peaked at $786K in Q3 2020.
  • 288 funds tracked by Wall St. Rank held Sterling Bancorp as of Q4 2020.

Based on Almanack Investment Partners's 13F filing for Q4 2020, filed 3 Feb 2021.