Kovitz Investment Group Partners
STI

Kovitz Investment Group Partners’s SunTrust Banks, Inc. STI Stock Holding History

Kovitz Investment Group Partners’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
-7,152
Closed -$492K – 384
2019
Q3 		$492K Sell
7,152
-20
-0.3% -$1.28K 0.02% 318
2019
Q2 		$451K Sell
7,172
-72
-1% -$4.52K 0.01% 312
2019
Q1 		$429K Buy
+7,244
New +$443K 0.01% 317

Other funds holding STI

DC
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

Kovitz Investment Group Partners's STI Position: Q4 2019 in Review

Kovitz Investment Group Partners sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 7,152 shares — an estimated $492K sold.

Kovitz Investment Group Partners first reported a position in STI in Q1 2019 and held it in 3 quarters. The position peaked at $492K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • Kovitz Investment Group Partners reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 7,152 SunTrust Banks, Inc. shares in Q4 2019, an estimated $492K.
  • Kovitz Investment Group Partners first reported a position in SunTrust Banks, Inc. in Q1 2019 and held it in 3 quarters.
  • Kovitz Investment Group Partners's SunTrust Banks, Inc. position peaked at $492K in Q3 2019.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2019, filed 13 Feb 2020.