Joel Isaacson & Co’s SunTrust Banks, Inc. STI Stock Holding History

Joel Isaacson & Co’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 Q3	–	Sell	-3,185	Closed	-$200K	–	217
2019 Q2	$200K	Sell	3,185 -10,435	-77%	-$656K	0.03%	199
2019 Q1	$807K	Buy	13,620 +2,825	+26%	+$173K	0.12%	94
2018 Q4	$602K	Buy	+10,795	New	+$646K	0.1%	116
2017 Q1	–	Sell	-1,425	Closed	-$78K	–	588
2016 Q4	$78K	Hold	1,425	–	–	0.02%	252
2016 Q3	$62K	Hold	1,425	–	–	0.01%	294
2016 Q2	$59K	Buy	1,425 +425	+43%	+$17.4K	0.01%	302
2016 Q1	$36K	Sell	1,000 -121	-11%	-$4.36K	0.01%	386
2015 Q4	$48K	Buy	1,121 +121	+12%	+$5.1K	0.01%	335
2015 Q3	$38K	Hold	1,000	–	–	0.01%	383
2015 Q2	$43K	Hold	1,000	–	–	0.01%	381
2015 Q1	$41K	Buy	+1,000	New	+$40.5K	0.01%	391

Other funds holding STI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Joel Isaacson & Co's STI Position: Q3 2019 in Review

Joel Isaacson & Co sold out of SunTrust Banks, Inc. (STI) in Q3 2019, closing a stake of 3,185 shares — an estimated $200K sold.

Joel Isaacson & Co first reported a position in STI in Q1 2015 and held it in 11 quarters. The position peaked at $807K in Q1 2019. 813 funds tracked by Wall St. Rank hold STI as of Q3 2019.

Joel Isaacson & Co reported no remaining SunTrust Banks, Inc. position as of Q3 2019 after selling out during the quarter.
Joel Isaacson & Co sold 3,185 SunTrust Banks, Inc. shares in Q3 2019, an estimated $200K.
Joel Isaacson & Co first reported a position in SunTrust Banks, Inc. in Q1 2015 and held it in 11 quarters.
Joel Isaacson & Co's SunTrust Banks, Inc. position peaked at $807K in Q1 2019.
813 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q3 2019.

Based on Joel Isaacson & Co's 13F filing for Q3 2019, filed 15 Oct 2019.