MWM
SBT

Minot Wealth Management’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History

Minot Wealth Management’s Portfolio SBT Stock Details SBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-28,100
Closed -$159K – 228
2021
Q1 		$159K Buy
+28,100
New +$146K 0.04% 194

Other funds holding SBT

T. Rowe Price Associates
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FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 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 $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Minot Wealth Management's SBT Position: Q2 2021 in Review

Minot Wealth Management sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q2 2021, closing a stake of 28,100 shares — an estimated $159K sold.

Minot Wealth Management first reported a position in SBT in Q1 2021 and held it in 1 quarter. The position peaked at $159K in Q1 2021. 47 funds tracked by Wall St. Rank hold SBT as of Q2 2021.

  • Minot Wealth Management reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Minot Wealth Management sold 28,100 Sterling Bancorp, Inc. Common Stock shares in Q2 2021, an estimated $159K.
  • Minot Wealth Management first reported a position in Sterling Bancorp, Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Minot Wealth Management's Sterling Bancorp, Inc. Common Stock position peaked at $159K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q2 2021.

Based on Minot Wealth Management's 13F filing for Q2 2021, filed 19 Jul 2021.