SFS
STL

Sowell Financial Services’s Sterling Bancorp STL Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-385
Closed -$10K – 3229
2021
Q1 		$10K Sell
385
-8,657
-96% -$186K ﹤0.01% 2347
2020
Q4 		$163K Buy
9,042
+7,111
+368% +$107K 0.01% 934
2020
Q3 		$20K Buy
1,931
+1,910
+9,095% +$21.7K ﹤0.01% 1573
2020
Q2 		$0 Hold
21
– – ﹤0.01% 2813
2020
Q1 		$0 Hold
21
– – ﹤0.01% 2861
2019
Q4 		$0 Sell
21
-167
-89% -$3.41K ﹤0.01% 2768
2019
Q3 		$4K Buy
+188
New +$3.81K ﹤0.01% 1895

Other funds holding STL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sowell Financial Services's STL Position: Q2 2021 in Review

Sowell Financial Services sold out of Sterling Bancorp (STL) in Q2 2021, closing a stake of 385 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in STL in Q3 2019 and held it in 7 quarters. The position peaked at $163K in Q4 2020. 284 funds tracked by Wall St. Rank hold STL as of Q2 2021.

  • Sowell Financial Services reported no remaining Sterling Bancorp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 385 Sterling Bancorp shares in Q2 2021, an estimated $10K.
  • Sowell Financial Services first reported a position in Sterling Bancorp in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Sterling Bancorp position peaked at $163K in Q4 2020.
  • 284 funds tracked by Wall St. Rank held Sterling Bancorp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.