Greenleaf Trust’s SunTrust Banks, Inc. STI Stock Holding History

Greenleaf Trust’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 Q4	–	Sell	-4,214	Closed	-$290K	–	587
2019 Q3	$290K	Buy	4,214 +713	+20%	+$45.6K	﹤0.01%	418
2019 Q2	$220K	Buy	+3,501	New	+$220K	﹤0.01%	486
2018 Q4	–	Sell	-3,634	Closed	-$243K	–	569
2018 Q3	$243K	Buy	+3,634	New	+$259K	﹤0.01%	455
2018 Q1	–	Sell	-302	Closed	-$20K	–	687
2017 Q4	$20K	Sell	302 -38	-11%	-$2.32K	﹤0.01%	593
2017 Q3	$20K	Buy	+340	New	+$19.2K	﹤0.01%	579

Other funds holding STI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Greenleaf Trust's STI Position: Q4 2019 in Review

Greenleaf Trust sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 4,214 shares — an estimated $290K sold.

Greenleaf Trust first reported a position in STI in Q3 2017 and held it in 5 quarters. The position peaked at $290K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Greenleaf Trust reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Greenleaf Trust sold 4,214 SunTrust Banks, Inc. shares in Q4 2019, an estimated $290K.
Greenleaf Trust first reported a position in SunTrust Banks, Inc. in Q3 2017 and held it in 5 quarters.
Greenleaf Trust's SunTrust Banks, Inc. position peaked at $290K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Greenleaf Trust's 13F filing for Q4 2019, filed 11 Feb 2020.