SMFS
STL

Squar Milner Financial Services’s Sterling Bancorp STL Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-147
Closed -$1K – 815
2020
Q1 		$1K Hold
147
– – ﹤0.01% 751
2019
Q4 		$3K Buy
+147
New +$3K ﹤0.01% 724
2019
Q3 		– Sell
-147
Closed -$3K – 833
2019
Q2 		$3K Sell
147
-118
-45% -$2.42K ﹤0.01% 712
2019
Q1 		$4K Hold
265
– – ﹤0.01% 713
2018
Q4 		$4K Hold
265
– – ﹤0.01% 631
2018
Q3 		$6K Buy
265
+94
+55% +$2.14K 0.01% 588
2018
Q2 		$4K Buy
+171
New +$4.08K ﹤0.01% 769

Other funds holding STL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Squar Milner Financial Services's STL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Sterling Bancorp (STL) in Q2 2020, closing a stake of 147 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in STL in Q2 2018 and held it in 7 quarters. The position peaked at $6K in Q3 2018. 284 funds tracked by Wall St. Rank hold STL as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Sterling Bancorp position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 147 Sterling Bancorp shares in Q2 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in Sterling Bancorp in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Sterling Bancorp position peaked at $6K in Q3 2018.
  • 284 funds tracked by Wall St. Rank held Sterling Bancorp as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.