OPS
STL

Orion Portfolio Solutions’s Sterling Bancorp STL Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-1,098
Closed -$13K – 2453
2020
Q2 		$13K Buy
1,098
+769
+234% +$8.8K ﹤0.01% 1118
2020
Q1 		$3K Buy
329
+103
+46% +$1.78K ﹤0.01% 1531
2019
Q4 		$5K Buy
+226
New +$4.61K ﹤0.01% 1294

Other funds holding STL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Orion Portfolio Solutions's STL Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Sterling Bancorp (STL) in Q3 2020, closing a stake of 1,098 shares — an estimated $13K sold.

Orion Portfolio Solutions first reported a position in STL in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q2 2020. 286 funds tracked by Wall St. Rank hold STL as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Sterling Bancorp position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,098 Sterling Bancorp shares in Q3 2020, an estimated $13K.
  • Orion Portfolio Solutions first reported a position in Sterling Bancorp in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Sterling Bancorp position peaked at $13K in Q2 2020.
  • 286 funds tracked by Wall St. Rank held Sterling Bancorp as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.