SSWM
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Sheets Smith Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Sheets Smith 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
Q3 		– Sell
-11,536
Closed -$1.37M – 394
2024
Q2 		$1.37M Buy
11,536
+613
+6% +$69.9K 0.16% 131
2024
Q1 		$1.2M Hold
10,923
– – 0.13% 147
2023
Q4 		$960K Sell
10,923
-4,376
-29% -$316K 0.14% 144
2023
Q3 		$1.12M Sell
15,299
-910
-6% -$63.7K 0.17% 126
2023
Q2 		$904K Buy
16,209
+2,522
+18% +$112K 0.13% 145
2023
Q1 		$518K Buy
13,687
+46
+0.3% +$1.68K 0.08% 196
2022
Q4 		$447K Hold
13,641
– – 0.07% 208
2022
Q3 		$293K Hold
13,641
– – 0.05% 247
2022
Q2 		$299K Buy
13,641
+3,865
+40% +$92.9K 0.05% 246
2022
Q1 		$262K Buy
+9,776
New +$273K 0.04% 295

Other funds holding STRL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return