FIM
STL

Foresters Investment Management’s Sterling Bancorp STL Stock Holding History

Foresters 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
2019
Q3 		$29M Sell
1,446,950
-210,350
-13% -$4.26M 0.58% 53
2019
Q2 		$35.3M Sell
1,657,300
-373,350
-18% -$7.66M 0.63% 43
2019
Q1 		$37.8M Sell
2,030,650
-415,600
-17% -$7.94M 0.66% 33
2018
Q4 		$40.4M Buy
2,446,250
+119,050
+5% +$2.22M 0.76% 26
2018
Q3 		$51.2M Buy
2,327,200
+22,850
+1% +$520K 0.81% 21
2018
Q2 		$54.2M Buy
2,304,350
+126,100
+6% +$3.01M 0.92% 17
2018
Q1 		$49.1M Buy
2,178,250
+2,980
+0.1% +$73K 0.82% 22
2017
Q4 		$53.5M Buy
2,175,270
+77,820
+4% +$1.93M 0.84% 20
2017
Q3 		$51.7M Buy
2,097,450
+38,800
+2% +$885K 0.84% 20
2017
Q2 		$47.9M Buy
2,058,650
+605,875
+42% +$13.9M 0.81% 23
2017
Q1 		$34.4M Buy
1,452,775
+394,075
+37% +$9.48M 0.6% 50
2016
Q4 		$25.3M Sell
1,058,700
-34,600
-3% -$717K 0.45% 81
2016
Q3 		$19.1M Sell
1,093,300
-14,350
-1% -$244K 0.36% 104
2016
Q2 		$17.4M Buy
1,107,650
+21,450
+2% +$344K 0.34% 110
2016
Q1 		$17.3M Buy
1,086,200
+5,600
+0.5% +$84.8K 0.35% 106
2015
Q4 		$17.5M Sell
1,080,600
-22,800
-2% -$368K 0.36% 103
2015
Q3 		$16.4M Buy
1,103,400
+12,825
+1% +$186K 0.35% 110
2015
Q2 		$16M Buy
1,090,575
+51,575
+5% +$702K 0.3% 123
2015
Q1 		$13.9M Buy
1,039,000
+4,525
+0.4% +$61.5K 0.27% 131
2014
Q4 		$14.9M Buy
1,034,475
+4,250
+0.4% +$57.6K 0.3% 124
2014
Q3 		$13.2M Buy
1,030,225
+700
+0.1% +$8.68K 0.28% 129
2014
Q2 		$12.4M Sell
1,029,525
-264,300
-20% -$3.13M 0.25% 143
2014
Q1 		$16.4M Buy
1,293,825
+78,350
+6% +$995K 0.35% 112
2013
Q4 		$16.3M Buy
1,215,475
+360,575
+42% +$4.38M 0.35% 113
2013
Q3 		$9.31M Buy
854,900
+314,300
+58% +$3.34M 0.23% 145
2013
Q2 		$5.05M Buy
+540,600
New +$4.94M 0.15% 153

Other funds holding STL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Foresters Investment Management's STL Position: Q3 2019 in Review

Foresters Investment Management reduced its Sterling Bancorp (STL) stake by 13% in Q3 2019, selling an estimated $4.26M and leaving 1,446,950 shares worth $29M. The position accounts for 0.58% of the portfolio, ranked #53.

Foresters Investment Management first reported a position in STL in Q2 2013 and has held it in 26 quarters since. The position peaked at $54.2M in Q2 2018. 284 funds tracked by Wall St. Rank hold STL as of Q3 2019.

  • Foresters Investment Management held 1,446,950 shares of Sterling Bancorp worth $29M as of Q3 2019.
  • Foresters Investment Management sold 210,350 Sterling Bancorp shares in Q3 2019, an estimated $4.26M.
  • Sterling Bancorp made up 0.58% of Foresters Investment Management's portfolio in Q3 2019, its #53 holding.
  • Foresters Investment Management first reported a position in Sterling Bancorp in Q2 2013 and has held it in 26 quarters since.
  • Foresters Investment Management's Sterling Bancorp position peaked at $54.2M in Q2 2018.
  • 284 funds tracked by Wall St. Rank held Sterling Bancorp as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.