Evercore Wealth Management’s SunTrust Banks, Inc. STI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,770
| Closed | -$603K | – | 411 |
|
|
2019
Q3 | $603K | Buy |
8,770
+275
| +3% | +$17.6K | 0.02% | 256 |
|
|
2019
Q2 | $534K | Buy |
8,495
+125
| +1% | +$7.85K | 0.02% | 272 |
|
|
2019
Q1 | $496K | Sell |
8,370
-500
| -6% | -$30.6K | 0.02% | 271 |
|
|
2018
Q4 | $447K | Sell |
8,870
-3,503
| -28% | -$210K | 0.02% | 260 |
|
|
2018
Q3 | $827K | Buy |
12,373
+79
| +0.6% | +$5.64K | 0.03% | 225 |
|
|
2018
Q2 | $812K | Buy |
+12,294
| New | +$836K | 0.03% | 223 |
|
|
2018
Q1 | – | Sell |
-8,816
| Closed | -$569K | – | 878 |
|
|
2017
Q4 | $569K | Hold |
8,816
| – | – | 0.02% | 242 |
|
|
2017
Q3 | $527K | Sell |
8,816
-400
| -4% | -$22.6K | 0.02% | 246 |
|
|
2017
Q2 | $523K | Buy |
9,216
+7,576
| +462% | +$421K | 0.02% | 251 |
|
|
2017
Q1 | $90K | Sell |
1,640
-26
| -2% | -$1.49K | ﹤0.01% | 499 |
|
|
2016
Q4 | $92K | Sell |
1,666
-299
| -15% | -$14.9K | ﹤0.01% | 508 |
|
|
2016
Q3 | $86K | Hold |
1,965
| – | – | ﹤0.01% | 505 |
|
|
2016
Q2 | $80K | Hold |
1,965
| – | – | ﹤0.01% | 499 |
|
|
2016
Q1 | $71K | Hold |
1,965
| – | – | ﹤0.01% | 510 |
|
|
2015
Q4 | $84K | Hold |
1,965
| – | – | ﹤0.01% | 504 |
|
|
2015
Q3 | $76K | Sell |
1,965
-300
| -13% | -$12.6K | ﹤0.01% | 530 |
|
|
2015
Q2 | $98K | Hold |
2,265
| – | – | ﹤0.01% | 520 |
|
|
2015
Q1 | $92K | Buy |
2,265
+300
| +15% | +$12.2K | ﹤0.01% | 541 |
|
|
2014
Q4 | $82K | Buy |
1,965
+1,325
| +207% | +$52K | ﹤0.01% | 486 |
|
|
2014
Q3 | $25K | Hold |
640
| – | – | ﹤0.01% | 707 |
|
|
2014
Q2 | $26K | Buy |
+640
| New | +$24.9K | ﹤0.01% | 702 |
|
|
2013
Q4 | – | Sell |
-175
| Closed | -$6K | – | 1010 |
|
|
2013
Q3 | $6K | Buy |
+175
| New | +$5.92K | ﹤0.01% | 831 |
|
Other funds holding STI
Evercore Wealth Management's STI Position: Q4 2019 in Review
Evercore Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 8,770 shares — an estimated $603K sold.
Evercore Wealth Management first reported a position in STI in Q3 2013 and held it in 22 quarters. The position peaked at $827K in Q3 2018. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.
- Evercore Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
- Evercore Wealth Management sold 8,770 SunTrust Banks, Inc. shares in Q4 2019, an estimated $603K.
- Evercore Wealth Management first reported a position in SunTrust Banks, Inc. in Q3 2013 and held it in 22 quarters.
- Evercore Wealth Management's SunTrust Banks, Inc. position peaked at $827K in Q3 2018.
- 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.
Based on Evercore Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.