Berman Capital Advisors’s Sterling Bancorp STL Stock Holding History

Berman Capital Advisors’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
2021 Q3	$22K	Buy	890 +42	+5%	+$952	﹤0.01%	953
2021 Q2	$21K	Hold	848	–	–	﹤0.01%	899
2021 Q1	$19K	Sell	848 -741	-47%	-$15.9K	﹤0.01%	815
2020 Q4	$28K	Buy	1,589 +1	+0.1%	+$15	0.01%	582
2020 Q3	$16K	Buy	1,588 +600	+61%	+$6.8K	﹤0.01%	663
2020 Q2	$11K	Buy	988 +394	+66%	+$4.51K	﹤0.01%	746
2020 Q1	$6K	Sell	594 -5	-0.8%	-$86	﹤0.01%	864
2019 Q4	$12K	Buy	599 +127	+27%	+$2.59K	﹤0.01%	690
2019 Q3	$9K	Sell	472 -112	-19%	-$2.27K	﹤0.01%	772
2019 Q2	$12K	Buy	584 +358	+158%	+$7.35K	﹤0.01%	681
2019 Q1	$4K	Buy	226 +55	+32%	+$1.05K	﹤0.01%	970
2018 Q4	$1K	Buy	+171	New	+$3.19K	﹤0.01%	1113

Other funds holding STL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Berman Capital Advisors's STL Position: Q3 2021 in Review

Berman Capital Advisors increased its Sterling Bancorp (STL) stake by 5% in Q3 2021, buying an estimated $952 and bringing the position to 890 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Berman Capital Advisors first reported a position in STL in Q4 2018 and has held it in 12 quarters since. The position peaked at $28K in Q4 2020. 289 funds tracked by Wall St. Rank hold STL as of Q3 2021.

Berman Capital Advisors held 890 shares of Sterling Bancorp worth $22K as of Q3 2021.
Berman Capital Advisors bought 42 Sterling Bancorp shares in Q3 2021, an estimated $952.
Sterling Bancorp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #953 holding.
Berman Capital Advisors first reported a position in Sterling Bancorp in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Sterling Bancorp position peaked at $28K in Q4 2020.
289 funds tracked by Wall St. Rank held Sterling Bancorp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.