Lido Advisors’s Sterling Bancorp STL Stock Holding History

Lido Advisors’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
2019 Q1	–	Sell	-21,476	Closed	-$354K	–	555
2018 Q4	$354K	Buy	21,476 +2,324	+12%	+$43.3K	0.03%	278
2018 Q3	$421K	Buy	19,152 +2,134	+13%	+$48.6K	0.04%	276
2018 Q2	$399K	Buy	17,018 +2,897	+21%	+$69.1K	0.05%	252
2018 Q1	$318K	Buy	+14,121	New	+$346K	0.04%	275

Other funds holding STL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lido Advisors's STL Position: Q1 2019 in Review

Lido Advisors sold out of Sterling Bancorp (STL) in Q1 2019, closing a stake of 21,476 shares — an estimated $354K sold.

Lido Advisors first reported a position in STL in Q1 2018 and held it in 4 quarters. The position peaked at $421K in Q3 2018. 288 funds tracked by Wall St. Rank hold STL as of Q1 2019.

Lido Advisors reported no remaining Sterling Bancorp position as of Q1 2019 after selling out during the quarter.
Lido Advisors sold 21,476 Sterling Bancorp shares in Q1 2019, an estimated $354K.
Lido Advisors first reported a position in Sterling Bancorp in Q1 2018 and held it in 4 quarters.
Lido Advisors's Sterling Bancorp position peaked at $421K in Q3 2018.
288 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2019.

Based on Lido Advisors's 13F filing for Q1 2019, filed 10 May 2019.