Next Financial Group’s Sterling Bancorp STL Stock Holding History

Next Financial Group’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
2021 Q4	–	Sell	-90	Closed	-$2K	–	3067
2021 Q3	$2K	Buy	+90	New	+$2.04K	﹤0.01%	2555

Other funds holding STL

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

Next Financial Group's STL Position: Q4 2021 in Review

Next Financial Group sold out of Sterling Bancorp (STL) in Q4 2021, closing a stake of 90 shares — an estimated $2K sold.

Next Financial Group first reported a position in STL in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 300 funds tracked by Wall St. Rank hold STL as of Q4 2021.

Next Financial Group reported no remaining Sterling Bancorp position as of Q4 2021 after selling out during the quarter.
Next Financial Group sold 90 Sterling Bancorp shares in Q4 2021, an estimated $2K.
Next Financial Group first reported a position in Sterling Bancorp in Q3 2021 and held it in 1 quarter.
Next Financial Group's Sterling Bancorp position peaked at $2K in Q3 2021.
300 funds tracked by Wall St. Rank held Sterling Bancorp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.