Essex Investment Management’s SunTrust Banks, Inc. STI Stock Holding History

Essex Investment Management’s Portfolio STI Stock Details STI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-47,633	Closed	-$2.4M	–	534
2018 Q4	$2.4M	Sell	47,633 -763	-2%	-$45.7K	0.38%	73
2018 Q3	$3.23M	Sell	48,396 -143	-0.3%	-$10.2K	0.38%	68
2018 Q2	$3.21M	Hold	48,539	–	–	0.4%	72
2018 Q1	$3.3M	Buy	48,539 +143	+0.3%	+$9.92K	0.43%	61
2017 Q4	$3.13M	Hold	48,396	–	–	0.41%	65
2017 Q3	$2.89M	Sell	48,396 -2,628	-5%	-$149K	0.39%	63
2017 Q2	$2.89M	Hold	51,024	–	–	0.41%	60
2017 Q1	$2.82M	Buy	51,024 +24,224	+90%	+$1.39M	0.44%	55
2016 Q4	$1.47M	Hold	26,800	–	–	0.24%	112
2016 Q3	$1.17M	Buy	+26,800	New	+$1.15M	0.19%	132
2016 Q2	–	Sell	-28,998	Closed	-$1.05M	–	349
2016 Q1	$1.05M	Sell	28,998 -43,395	-60%	-$1.56M	0.18%	125
2015 Q4	$3.1M	Buy	72,393 +166	+0.2%	+$6.99K	0.48%	51
2015 Q3	$2.76M	Buy	72,227 +27,424	+61%	+$1.15M	0.45%	52
2015 Q2	$1.93M	Buy	+44,803	New	+$1.9M	0.29%	86

Other funds holding STI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essex Investment Management's STI Position: Q1 2019 in Review

Essex Investment Management sold out of SunTrust Banks, Inc. (STI) in Q1 2019, closing a stake of 47,633 shares — an estimated $2.4M sold.

Essex Investment Management first reported a position in STI in Q2 2015 and held it in 14 quarters. The position peaked at $3.3M in Q1 2018. 849 funds tracked by Wall St. Rank hold STI as of Q1 2019.

Essex Investment Management reported no remaining SunTrust Banks, Inc. position as of Q1 2019 after selling out during the quarter.
Essex Investment Management sold 47,633 SunTrust Banks, Inc. shares in Q1 2019, an estimated $2.4M.
Essex Investment Management first reported a position in SunTrust Banks, Inc. in Q2 2015 and held it in 14 quarters.
Essex Investment Management's SunTrust Banks, Inc. position peaked at $3.3M in Q1 2018.
849 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q1 2019.

Based on Essex Investment Management's 13F filing for Q1 2019, filed 15 May 2019.