LPL Financial
STER

LPL Financial’s Sterling Check Corp. Common Stock STER Stock Holding History

LPL Financial’s Portfolio STER Stock Details STER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,701
Closed -$316K – 5051
2023
Q4 		$316K Buy
22,701
+196
+0.9% +$2.46K ﹤0.01% 4049
2023
Q3 		$284K Sell
22,505
-1,262
-5% -$16.3K ﹤0.01% 3966
2023
Q2 		$291K Buy
23,767
+5,830
+33% +$69.9K ﹤0.01% 3875
2023
Q1 		$200K Buy
17,937
+288
+2% +$3.79K ﹤0.01% 4049
2022
Q4 		$273K Sell
17,649
-2,444
-12% -$39.5K ﹤0.01% 3717
2022
Q3 		$354K Buy
20,093
+882
+5% +$17.5K ﹤0.01% 3448
2022
Q2 		$313K Buy
+19,211
New +$408K ﹤0.01% 3593
2022
Q1 		– Sell
-12,487
Closed -$256K – 4421
2021
Q4 		$256K Buy
+12,487
New +$295K ﹤0.01% 3804

Other funds holding STER

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
SGCM
Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LPL Financial's STER Position: Q1 2024 in Review

LPL Financial sold out of Sterling Check Corp. Common Stock (STER) in Q1 2024, closing a stake of 22,701 shares — an estimated $316K sold.

LPL Financial first reported a position in STER in Q4 2021 and held it in 8 quarters. The position peaked at $354K in Q3 2022. 98 funds tracked by Wall St. Rank hold STER as of Q1 2024.

  • LPL Financial reported no remaining Sterling Check Corp. Common Stock position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 22,701 Sterling Check Corp. Common Stock shares in Q1 2024, an estimated $316K.
  • LPL Financial first reported a position in Sterling Check Corp. Common Stock in Q4 2021 and held it in 8 quarters.
  • LPL Financial's Sterling Check Corp. Common Stock position peaked at $354K in Q3 2022.
  • 98 funds tracked by Wall St. Rank held Sterling Check Corp. Common Stock as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.