Creative Planning’s Sterling Bancorp STL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,213
| Closed | -$521K | – | 2489 |
|
|
2021
Q4 | $521K | Buy |
20,213
+110
| +0.5% | +$2.84K | ﹤0.01% | 1278 |
|
|
2021
Q3 | $502K | Hold |
20,103
| – | – | ﹤0.01% | 1288 |
|
|
2021
Q2 | $498K | Sell |
20,103
-447
| -2% | -$11.3K | ﹤0.01% | 1285 |
|
|
2021
Q1 | $473K | Hold |
20,550
| – | – | ﹤0.01% | 1480 |
|
|
2020
Q4 | $369K | Buy |
+20,550
| New | +$309K | ﹤0.01% | 1492 |
|
|
2017
Q3 | – | Sell |
-2,696
| Closed | -$63K | – | 4760 |
|
|
2017
Q2 | $63K | Buy |
2,696
+907
| +51% | +$20.8K | ﹤0.01% | 2341 |
|
|
2017
Q1 | $42K | Buy |
1,789
+252
| +16% | +$6.06K | ﹤0.01% | 2617 |
|
|
2016
Q4 | $36K | Buy |
1,537
+12
| +0.8% | +$249 | ﹤0.01% | 2665 |
|
|
2016
Q3 | $27K | Buy |
1,525
+954
| +167% | +$16.2K | ﹤0.01% | 2855 |
|
|
2016
Q2 | $9K | Hold |
571
| – | – | ﹤0.01% | 3367 |
|
|
2016
Q1 | $9K | Hold |
571
| – | – | ﹤0.01% | 3314 |
|
|
2015
Q4 | $9K | Hold |
571
| – | – | ﹤0.01% | 3394 |
|
|
2015
Q3 | $8K | Buy |
+571
| New | +$8.28K | ﹤0.01% | 3406 |
|
|
2015
Q2 | – | Sell |
-571
| Closed | -$8K | – | 4304 |
|
|
2015
Q1 | $8K | Hold |
571
| – | – | ﹤0.01% | 3371 |
|
|
2014
Q4 | $8K | Hold |
571
| – | – | ﹤0.01% | 3287 |
|
|
2014
Q3 | $7K | Hold |
571
| – | – | ﹤0.01% | 3176 |
|
|
2014
Q2 | $7K | Buy |
571
+145
| +34% | +$1.72K | ﹤0.01% | 3093 |
|
|
2014
Q1 | $5K | Hold |
426
| – | – | ﹤0.01% | 3149 |
|
|
2013
Q4 | $6K | Buy |
+426
| New | +$5.18K | ﹤0.01% | 2813 |
|
Other funds holding STL
Creative Planning's STL Position: Q1 2022 in Review
Creative Planning sold out of Sterling Bancorp (STL) in Q1 2022, closing a stake of 20,213 shares — an estimated $521K sold.
Creative Planning first reported a position in STL in Q4 2013 and held it in 19 quarters. The position peaked at $521K in Q4 2021. 2 funds tracked by Wall St. Rank hold STL as of Q1 2022.
- Creative Planning reported no remaining Sterling Bancorp position as of Q1 2022 after selling out during the quarter.
- Creative Planning sold 20,213 Sterling Bancorp shares in Q1 2022, an estimated $521K.
- Creative Planning first reported a position in Sterling Bancorp in Q4 2013 and held it in 19 quarters.
- Creative Planning's Sterling Bancorp position peaked at $521K in Q4 2021.
- 2 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2022.
Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.