BPM
SBT

Bowling Portfolio Management’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History

Bowling Portfolio Management’s Portfolio SBT Stock Details SBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-102,455
Closed -$367K – 491
2020
Q2 		$367K Sell
102,455
-19,970
-16% -$65.8K 0.08% 278
2020
Q1 		$526K Buy
+122,425
New +$796K 0.13% 227

Other funds holding SBT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bowling Portfolio Management's SBT Position: Q3 2020 in Review

Bowling Portfolio Management sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q3 2020, closing a stake of 102,455 shares — an estimated $367K sold.

Bowling Portfolio Management first reported a position in SBT in Q1 2020 and held it in 2 quarters. The position peaked at $526K in Q1 2020. 54 funds tracked by Wall St. Rank hold SBT as of Q3 2020.

  • Bowling Portfolio Management reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 102,455 Sterling Bancorp, Inc. Common Stock shares in Q3 2020, an estimated $367K.
  • Bowling Portfolio Management first reported a position in Sterling Bancorp, Inc. Common Stock in Q1 2020 and held it in 2 quarters.
  • Bowling Portfolio Management's Sterling Bancorp, Inc. Common Stock position peaked at $526K in Q1 2020.
  • 54 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q3 2020.

Based on Bowling Portfolio Management's 13F filing for Q3 2020, filed 15 Oct 2020.