WCM
STL

Weld Capital Management’s Sterling Bancorp STL Stock Holding History

Weld Capital Management’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
Q1 		– Sell
-23,396
Closed -$421K – 651
2020
Q4 		$421K Sell
23,396
-25,685
-52% -$387K 0.17% 210
2020
Q3 		$516K Buy
49,081
+25,788
+111% +$292K 0.2% 179
2020
Q2 		$273K Buy
+23,293
New +$267K 0.11% 305
2020
Q1 		– Sell
-13,048
Closed -$275K – 830
2019
Q4 		$275K Buy
+13,048
New +$266K 0.05% 486

Other funds holding STL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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 $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Weld Capital Management's STL Position: Q1 2021 in Review

Weld Capital Management sold out of Sterling Bancorp (STL) in Q1 2021, closing a stake of 23,396 shares — an estimated $421K sold.

Weld Capital Management first reported a position in STL in Q4 2019 and held it in 4 quarters. The position peaked at $516K in Q3 2020. 296 funds tracked by Wall St. Rank hold STL as of Q1 2021.

  • Weld Capital Management reported no remaining Sterling Bancorp position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 23,396 Sterling Bancorp shares in Q1 2021, an estimated $421K.
  • Weld Capital Management first reported a position in Sterling Bancorp in Q4 2019 and held it in 4 quarters.
  • Weld Capital Management's Sterling Bancorp position peaked at $516K in Q3 2020.
  • 296 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.