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McGlone Suttner Wealth Management’s Sterling Infrastructure STRL Stock Holding History

McGlone Suttner Wealth Management’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
2024
Q1 		– Sell
-677
Closed -$59.5K – 690
2023
Q4 		$59.5K Buy
+677
New +$48.9K 0.01% 266

Other funds holding STRL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

McGlone Suttner Wealth Management's STRL Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Sterling Infrastructure (STRL) in Q1 2024, closing a stake of 677 shares — an estimated $59.5K sold.

McGlone Suttner Wealth Management first reported a position in STRL in Q4 2023 and held it in 1 quarter. The position peaked at $59.5K in Q4 2023. 330 funds tracked by Wall St. Rank hold STRL as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Sterling Infrastructure position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 677 Sterling Infrastructure shares in Q1 2024, an estimated $59.5K.
  • McGlone Suttner Wealth Management first reported a position in Sterling Infrastructure in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Sterling Infrastructure position peaked at $59.5K in Q4 2023.
  • 330 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.