Eagle Ridge Investment Management’s Sterling Bancorp STL Stock Holding History

Eagle Ridge Investment Management’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 Q2	–	Sell	-14,484	Closed	-$151K	–	131
2020 Q1	$151K	Hold	14,484	–	–	0.03%	124
2019 Q4	$305K	Hold	14,484	–	–	0.04%	126
2019 Q3	$291K	Hold	14,484	–	–	0.04%	127
2019 Q2	$308K	Sell	14,484 -7,000	-33%	-$144K	0.04%	125
2019 Q1	$400K	Hold	21,484	–	–	0.06%	111
2018 Q4	$355K	Hold	21,484	–	–	0.06%	121
2018 Q3	$473K	Hold	21,484	–	–	0.07%	112
2018 Q2	$505K	Hold	21,484	–	–	0.08%	111
2018 Q1	$484K	Hold	21,484	–	–	0.07%	114
2017 Q4	$529K	Buy	+21,484	New	+$532K	0.08%	110

Other funds holding STL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Eagle Ridge Investment Management's STL Position: Q2 2020 in Review

Eagle Ridge Investment Management sold out of Sterling Bancorp (STL) in Q2 2020, closing a stake of 14,484 shares — an estimated $151K sold.

Eagle Ridge Investment Management first reported a position in STL in Q4 2017 and held it in 10 quarters. The position peaked at $529K in Q4 2017. 284 funds tracked by Wall St. Rank hold STL as of Q2 2020.

Eagle Ridge Investment Management reported no remaining Sterling Bancorp position as of Q2 2020 after selling out during the quarter.
Eagle Ridge Investment Management sold 14,484 Sterling Bancorp shares in Q2 2020, an estimated $151K.
Eagle Ridge Investment Management first reported a position in Sterling Bancorp in Q4 2017 and held it in 10 quarters.
Eagle Ridge Investment Management's Sterling Bancorp position peaked at $529K in Q4 2017.
284 funds tracked by Wall St. Rank held Sterling Bancorp as of Q2 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2020, filed 29 Jul 2020.