KOC
SBT

Koss-Olinger Consulting’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History

Koss-Olinger Consulting’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
2024
Q2 		– Sell
-13,102
Closed -$67.6K – 294
2024
Q1 		$67.6K Buy
+13,102
New +$68.2K 0.04% 46

Other funds holding SBT

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koss-Olinger Consulting's SBT Position: Q2 2024 in Review

Koss-Olinger Consulting sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q2 2024, closing a stake of 13,102 shares — an estimated $67.6K sold.

Koss-Olinger Consulting first reported a position in SBT in Q1 2024 and held it in 1 quarter. The position peaked at $67.6K in Q1 2024. 59 funds tracked by Wall St. Rank hold SBT as of Q2 2024.

  • Koss-Olinger Consulting reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 13,102 Sterling Bancorp, Inc. Common Stock shares in Q2 2024, an estimated $67.6K.
  • Koss-Olinger Consulting first reported a position in Sterling Bancorp, Inc. Common Stock in Q1 2024 and held it in 1 quarter.
  • Koss-Olinger Consulting's Sterling Bancorp, Inc. Common Stock position peaked at $67.6K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q2 2024.

Based on Koss-Olinger Consulting's 13F filing for Q2 2024, filed 6 Aug 2024.