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Crewe Advisors’s Sterling Infrastructure STRL Stock Holding History

Crewe Advisors’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
2026
Q1 		$109K Buy
267
+13
+5% +$5.08K 0.01% 282
2025
Q4 		$77.8K Buy
254
+19
+8% +$6.55K 0.01% 315
2025
Q3 		$79.8K Buy
+235
New +$66.7K 0.01% 323
2024
Q3 		– Sell
-293
Closed -$34.7K – 966
2024
Q2 		$34.7K Buy
293
+135
+85% +$15.4K ﹤0.01% 437
2024
Q1 		$17.4K Buy
158
+58
+58% +$5.27K ﹤0.01% 515
2023
Q4 		$8.79K Hold
100
– – ﹤0.01% 217
2023
Q3 		$7.35K Hold
100
– – ﹤0.01% 268
2023
Q2 		$5.58K Hold
100
– – ﹤0.01% 451
2023
Q1 		$3.79K Buy
+100
New +$3.65K ﹤0.01% 666

Other funds holding STRL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return