Shine Investment Advisory Services’s Sterling Bancorp STL Stock Holding History

Shine Investment Advisory Services’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	$21K	Hold	1,994	–	–	0.01%	447
2020 Q2	$23K	Hold	1,994	–	–	0.01%	448
2020 Q1	$21K	Hold	1,994	–	–	0.01%	417
2019 Q4	$42K	Sell	1,994 -272	-12%	-$5.55K	0.02%	357
2019 Q3	$45K	Hold	2,266	–	–	0.02%	328
2019 Q2	$48K	Buy	2,266 +278	+14%	+$5.71K	0.02%	313
2019 Q1	$37K	Buy	1,988 +1,150	+137%	+$22K	0.02%	360
2018 Q4	$14K	Hold	838	–	–	0.01%	482
2018 Q3	$18K	Hold	838	–	–	0.01%	463
2018 Q2	$20K	Hold	838	–	–	0.01%	455
2018 Q1	$19K	Hold	838	–	–	0.01%	466
2017 Q4	$21K	Buy	+838	New	+$20.8K	0.01%	452

Other funds holding STL

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Shine Investment Advisory Services's STL Position: Q3 2020 in Review

Shine Investment Advisory Services held its Sterling Bancorp (STL) position steady in Q3 2020 at 1,994 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #447.

Shine Investment Advisory Services first reported a position in STL in Q4 2017 and has held it in 12 quarters since. The position peaked at $48K in Q2 2019. 286 funds tracked by Wall St. Rank hold STL as of Q3 2020.

Shine Investment Advisory Services held 1,994 shares of Sterling Bancorp worth $21K as of Q3 2020.
Shine Investment Advisory Services left its Sterling Bancorp share count unchanged in Q3 2020.
Sterling Bancorp made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #447 holding.
Shine Investment Advisory Services first reported a position in Sterling Bancorp in Q4 2017 and has held it in 12 quarters since.
Shine Investment Advisory Services's Sterling Bancorp position peaked at $48K in Q2 2019.
286 funds tracked by Wall St. Rank held Sterling Bancorp as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.