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Company Main View
Name:
Sterling Investment Counsel LLC
City:
Buffalo
State:
NY
Zip:
14202
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$216,525,000
Total Value Change :
$20,557,000
Securities Held Change :
14
All Securities Held :
171
New Positions
:
16
Closed Positions
:
5
Increased Positions
:
100
Unchanged Positions
:
12
Decreased Positions
:
43
Download
Free Registration Required For Full Results
Holdings Found :
5
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
AEP
American Electric Power Co Inc
173
Closed
$92.67
$0
0
0%
-382,000
-4,704
0
Electric Utilities
BND
Vanguard Total Bond Market ETF
172
Closed
$71.81
$0
0
0%
-205,000
-2,785
0
Closed - End Fund - E...
IHAK
Ishares Cybersecurity And T...
176
Closed
$0.00
$0
0
0%
-626,000
-13,786
0
N/A
REET
Ishares Global Reit
175
Closed
$23.54
$0
0
0%
-206,000
-8,533
0
N/A
ACN
Accenture Plc
174
Closed
$303.59
$0
0
0%
-240,000
-683
0
Management Services
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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