AG
STL

Aperio Group’s Sterling Bancorp STL Stock Holding History

Aperio Group’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 		$1.93M Sell
107,424
-18,243
-15% -$275K 0.01% 1249
2020
Q3 		$1.32M Sell
125,667
-2,876
-2% -$32.6K ﹤0.01% 1307
2020
Q2 		$1.51M Buy
128,543
+14,283
+13% +$163K 0.01% 1232
2020
Q1 		$1.19M Buy
114,260
+18,266
+19% +$315K 0.01% 1235
2019
Q4 		$2.02M Sell
95,994
-989
-1% -$20.2K 0.01% 1086
2019
Q3 		$1.95M Buy
96,983
+1,857
+2% +$37.6K 0.01% 1070
2019
Q2 		$2.02M Buy
95,126
+4,161
+5% +$85.4K 0.01% 1048
2019
Q1 		$1.7M Buy
90,965
+216
+0.2% +$4.13K 0.01% 1102
2018
Q4 		$1.5M Buy
90,749
+47,760
+111% +$890K 0.01% 1105
2018
Q3 		$946K Sell
42,989
-6,160
-13% -$140K ﹤0.01% 1439
2018
Q2 		$1.16M Buy
49,149
+10,002
+26% +$238K 0.01% 1293
2018
Q1 		$883K Buy
39,147
+1,478
+4% +$36.2K ﹤0.01% 1396
2017
Q4 		$927K Buy
37,669
+15,701
+71% +$389K ﹤0.01% 1347
2017
Q3 		$542K Sell
21,968
-596
-3% -$13.6K ﹤0.01% 1618
2017
Q2 		$525K Buy
22,564
+347
+2% +$7.95K ﹤0.01% 1632
2017
Q1 		$527K Buy
22,217
+3,518
+19% +$84.6K ﹤0.01% 1513
2016
Q4 		$438K Buy
18,699
+4,179
+29% +$86.6K ﹤0.01% 1595
2016
Q3 		$254K Buy
14,520
+317
+2% +$5.39K ﹤0.01% 1814
2016
Q2 		$223K Buy
14,203
+1,281
+10% +$20.5K ﹤0.01% 1810
2016
Q1 		$206K Buy
12,922
+1,631
+14% +$24.7K ﹤0.01% 1864
2015
Q4 		$183K Buy
+11,291
New +$182K ﹤0.01% 1842

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

Aperio Group's STL Position: Q4 2020 in Review

Aperio Group reduced its Sterling Bancorp (STL) stake by 15% in Q4 2020, selling an estimated $275K and leaving 107,424 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #1249.

Aperio Group first reported a position in STL in Q4 2015 and has held it in 21 quarters since. The position peaked at $2.02M in Q4 2019. 288 funds tracked by Wall St. Rank hold STL as of Q4 2020.

  • Aperio Group held 107,424 shares of Sterling Bancorp worth $1.93M as of Q4 2020.
  • Aperio Group sold 18,243 Sterling Bancorp shares in Q4 2020, an estimated $275K.
  • Sterling Bancorp made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1249 holding.
  • Aperio Group first reported a position in Sterling Bancorp in Q4 2015 and has held it in 21 quarters since.
  • Aperio Group's Sterling Bancorp position peaked at $2.02M in Q4 2019.
  • 288 funds tracked by Wall St. Rank held Sterling Bancorp as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.