SFP
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Sterling Financial Planning’s SL Green Realty SLG Stock Holding History

Sterling Financial Planning’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-498
Closed -$35K – 338
2021
Q3 		$35K Hold
498
– – 0.02% 218
2021
Q2 		$40K Hold
498
– – 0.03% 191
2021
Q1 		$35K Buy
498
+12
+2% +$810 0.03% 185
2020
Q4 		$30K Buy
+486
New +$25.7K 0.02% 185

Other funds holding SLG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM

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

Sterling Financial Planning sold out of SL Green Realty (SLG) in Q4 2021, closing a stake of 498 shares — an estimated $35K sold.

Sterling Financial Planning first reported a position in SLG in Q4 2020 and held it in 4 quarters. The position peaked at $40K in Q2 2021. 334 funds tracked by Wall St. Rank hold SLG as of Q4 2021.

  • Sterling Financial Planning reported no remaining SL Green Realty position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 498 SL Green Realty shares in Q4 2021, an estimated $35K.
  • Sterling Financial Planning first reported a position in SL Green Realty in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's SL Green Realty position peaked at $40K in Q2 2021.
  • 334 funds tracked by Wall St. Rank held SL Green Realty as of Q4 2021.

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