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Bartlett & Co Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Bartlett & Co Wealth Management’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-200
Closed -$4.29K – 1187
2022
Q3 		$4.29K Hold
200
– – ﹤0.01% 954
2022
Q2 		$4.38K Hold
200
– – ﹤0.01% 1042
2022
Q1 		$5.36K Buy
+200
New +$5.59K ﹤0.01% 909
2021
Q4 		– Sell
-200
Closed -$4.53K – 825
2021
Q3 		$4.53K Hold
200
– – ﹤0.01% 778
2021
Q2 		$4.83K Hold
200
– – ﹤0.01% 764
2021
Q1 		$4.64K Buy
+200
New +$4.36K ﹤0.01% 796

Other funds holding STRL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return