Envestnet Asset Management
STER

Envestnet Asset Management’s Sterling Check Corp. Common Stock STER Stock Holding History

Envestnet Asset Management’s Portfolio STER Stock Details STER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-13,659
Closed -$361K – 4098
2022
Q1 		$361K Buy
13,659
+3,617
+36% +$76.9K ﹤0.01% 3340
2021
Q4 		$206K Sell
10,042
-3,574
-26% -$84.6K ﹤0.01% 3649
2021
Q3 		$353K Buy
+13,616
New +$357K ﹤0.01% 3197

Other funds holding STER

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Envestnet Asset Management's STER Position: Q2 2022 in Review

Envestnet Asset Management sold out of Sterling Check Corp. Common Stock (STER) in Q2 2022, closing a stake of 13,659 shares — an estimated $361K sold.

Envestnet Asset Management first reported a position in STER in Q3 2021 and held it in 3 quarters. The position peaked at $361K in Q1 2022. 76 funds tracked by Wall St. Rank hold STER as of Q2 2022.

  • Envestnet Asset Management reported no remaining Sterling Check Corp. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 13,659 Sterling Check Corp. Common Stock shares in Q2 2022, an estimated $361K.
  • Envestnet Asset Management first reported a position in Sterling Check Corp. Common Stock in Q3 2021 and held it in 3 quarters.
  • Envestnet Asset Management's Sterling Check Corp. Common Stock position peaked at $361K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held Sterling Check Corp. Common Stock as of Q2 2022.

Based on Envestnet Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.