One Wealth Advisors’s Sterling Infrastructure STRL Stock Holding History

One Wealth Advisors’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
2020 Q1	–	Sell	-10,509	Closed	-$148K	–	136
2019 Q4	$148K	Sell	10,509 -25	-0.2%	-$377	0.11%	110
2019 Q3	$139K	Sell	10,534 -1,897	-15%	-$23.2K	0.12%	106
2019 Q2	$167K	Sell	12,431 -255	-2%	-$3.28K	0.14%	114
2019 Q1	$159K	Buy	+12,686	New	+$168K	0.13%	141

Other funds holding STRL

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

MPAM

Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DGHMC

Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

One Wealth Advisors's STRL Position: Q1 2020 in Review

One Wealth Advisors sold out of Sterling Infrastructure (STRL) in Q1 2020, closing a stake of 10,509 shares — an estimated $148K sold.

One Wealth Advisors first reported a position in STRL in Q1 2019 and held it in 4 quarters. The position peaked at $167K in Q2 2019. 128 funds tracked by Wall St. Rank hold STRL as of Q1 2020.

One Wealth Advisors reported no remaining Sterling Infrastructure position as of Q1 2020 after selling out during the quarter.
One Wealth Advisors sold 10,509 Sterling Infrastructure shares in Q1 2020, an estimated $148K.
One Wealth Advisors first reported a position in Sterling Infrastructure in Q1 2019 and held it in 4 quarters.
One Wealth Advisors's Sterling Infrastructure position peaked at $167K in Q2 2019.
128 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q1 2020.

Based on One Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.