EST
SBT

EA Series Trust’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History

EA Series Trust’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
2023
Q2 		$752K Buy
+137,416
New +$722K 0.03% 694

Other funds holding SBT

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EA Series Trust's SBT Position: Q2 2023 in Review

EA Series Trust opened a new position in Sterling Bancorp, Inc. Common Stock (SBT) in Q2 2023: 137,416 shares worth $752K. The stake represents 0.03% of the portfolio and ranks #694 among its holdings.

51 funds tracked by Wall St. Rank hold SBT as of Q2 2023.

  • EA Series Trust held 137,416 shares of Sterling Bancorp, Inc. Common Stock worth $752K as of Q2 2023.
  • Sterling Bancorp, Inc. Common Stock was a new EA Series Trust position in Q2 2023.
  • Sterling Bancorp, Inc. Common Stock made up 0.03% of EA Series Trust's portfolio in Q2 2023, its #694 holding.
  • 51 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.