CIA
STL

CSat Investment Advisory’s Sterling Bancorp STL Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-667
Closed -$7K – 1092
2020
Q3 		$7K Buy
667
+100
+18% +$1.13K ﹤0.01% 1079
2020
Q2 		$7K Sell
567
-630
-53% -$7.21K ﹤0.01% 1092
2020
Q1 		$13K Buy
1,197
+216
+22% +$3.73K ﹤0.01% 846
2019
Q4 		$21K Sell
981
-5,717
-85% -$117K 0.01% 780
2019
Q3 		$134K Buy
6,698
+1,235
+23% +$25K 0.04% 270
2019
Q2 		$116K Buy
+5,463
New +$112K 0.04% 273

Other funds holding STL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSat Investment Advisory's STL Position: Q4 2020 in Review

CSat Investment Advisory sold out of Sterling Bancorp (STL) in Q4 2020, closing a stake of 667 shares — an estimated $7K sold.

CSat Investment Advisory first reported a position in STL in Q2 2019 and held it in 6 quarters. The position peaked at $134K in Q3 2019. 288 funds tracked by Wall St. Rank hold STL as of Q4 2020.

  • CSat Investment Advisory reported no remaining Sterling Bancorp position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 667 Sterling Bancorp shares in Q4 2020, an estimated $7K.
  • CSat Investment Advisory first reported a position in Sterling Bancorp in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Sterling Bancorp position peaked at $134K in Q3 2019.
  • 288 funds tracked by Wall St. Rank held Sterling Bancorp as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.