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 – 3237
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% 2833
2020
Q1 		$0 Hold
21
– – ﹤0.01% 2874
2019
Q4 		$0 Sell
21
-167
-89% -$3.41K ﹤0.01% 2786
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 $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return