JMPWA
SBT

JP Morgan Private Wealth Advisors’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SBT Stock Details SBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-30,000
Closed -$90K – 1741
2020
Q3 		$90K Buy
30,000
+15,200
+103% +$48.5K ﹤0.01% 1564
2020
Q2 		$53K Buy
+14,800
New +$48.7K ﹤0.01% 1530

Other funds holding SBT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SBT Position: Q4 2020 in Review

JP Morgan Private Wealth Advisors sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q4 2020, closing a stake of 30,000 shares — an estimated $90K sold.

JP Morgan Private Wealth Advisors first reported a position in SBT in Q2 2020 and held it in 2 quarters. The position peaked at $90K in Q3 2020. 55 funds tracked by Wall St. Rank hold SBT as of Q4 2020.

  • JP Morgan Private Wealth Advisors reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 30,000 Sterling Bancorp, Inc. Common Stock shares in Q4 2020, an estimated $90K.
  • JP Morgan Private Wealth Advisors first reported a position in Sterling Bancorp, Inc. Common Stock in Q2 2020 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Sterling Bancorp, Inc. Common Stock position peaked at $90K in Q3 2020.
  • 55 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q4 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.