SFP
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Sterling Financial Planning’s ITT ITT Stock Holding History

Sterling Financial Planning’s Portfolio ITT Stock Details ITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-878
Closed -$75K – 240
2021
Q3 		$75K Hold
878
– – 0.05% 153
2021
Q2 		$80K Hold
878
– – 0.05% 134
2021
Q1 		$80K Buy
+878
New +$72.4K 0.06% 118

Other funds holding ITT

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sterling Financial Planning's ITT Position: Q4 2021 in Review

Sterling Financial Planning sold out of ITT (ITT) in Q4 2021, closing a stake of 878 shares — an estimated $75K sold.

Sterling Financial Planning first reported a position in ITT in Q1 2021 and held it in 3 quarters. The position peaked at $80K in Q2 2021. 386 funds tracked by Wall St. Rank hold ITT as of Q4 2021.

  • Sterling Financial Planning reported no remaining ITT position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 878 ITT shares in Q4 2021, an estimated $75K.
  • Sterling Financial Planning first reported a position in ITT in Q1 2021 and held it in 3 quarters.
  • Sterling Financial Planning's ITT position peaked at $80K in Q2 2021.
  • 386 funds tracked by Wall St. Rank held ITT as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.