JGIA
STL

Jackson Grant Investment Advisers’s Sterling Bancorp STL Stock Holding History

Jackson Grant Investment Advisers’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
2021
Q4 		– Sell
-865
Closed -$22K – 358
2021
Q3 		$22K Hold
865
– – 0.01% 282
2021
Q2 		$21K Hold
865
– – 0.01% 295
2021
Q1 		$20K Hold
865
– – 0.01% 293
2020
Q4 		$16K Buy
+865
New +$13K 0.01% 283

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

Jackson Grant Investment Advisers's STL Position: Q4 2021 in Review

Jackson Grant Investment Advisers sold out of Sterling Bancorp (STL) in Q4 2021, closing a stake of 865 shares — an estimated $22K sold.

Jackson Grant Investment Advisers first reported a position in STL in Q4 2020 and held it in 4 quarters. The position peaked at $22K in Q3 2021. 300 funds tracked by Wall St. Rank hold STL as of Q4 2021.

  • Jackson Grant Investment Advisers reported no remaining Sterling Bancorp position as of Q4 2021 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 865 Sterling Bancorp shares in Q4 2021, an estimated $22K.
  • Jackson Grant Investment Advisers first reported a position in Sterling Bancorp in Q4 2020 and held it in 4 quarters.
  • Jackson Grant Investment Advisers's Sterling Bancorp position peaked at $22K in Q3 2021.
  • 300 funds tracked by Wall St. Rank held Sterling Bancorp as of Q4 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2021, filed 24 Jan 2022.