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Mark Sheptoff Financial Planning’s Sterling Infrastructure STRL Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.1K Hold
46
– – 0.02% 206
2025
Q4 		$14.1K Hold
46
– – 0.01% 314
2025
Q3 		$15.6K Hold
46
– – 0.01% 296
2025
Q2 		$10.6K Buy
+46
New +$8.03K 0.01% 329
2022
Q2 		– Sell
-1,000
Closed -$27K – 428
2022
Q1 		$27K Sell
1,000
-200
-17% -$5.59K 0.01% 223
2021
Q4 		$32K Sell
1,200
-200
-14% -$5.14K 0.02% 215
2021
Q3 		$32K Sell
1,400
-2,100
-60% -$46.9K 0.02% 207
2021
Q2 		$84K Buy
3,500
+1,400
+67% +$31.3K 0.05% 148
2021
Q1 		$49K Buy
+2,100
New +$45.8K 0.03% 168

Other funds holding STRL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return