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Company Main View
Name:
Sterling Financial Group Inc.
City:
PASADENA
State:
CA
Zip:
91101
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$210,614,000
Total Value Change :
$42,054,000
Securities Held Change :
2
All Securities Held :
64
New Positions
:
6
Closed Positions
:
4
Increased Positions
:
30
Unchanged Positions
:
10
Decreased Positions
:
18
Download
Free Registration Required For Full Results
Holdings Found :
4
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
OGCP
Empire State Realty Op Lp
68
Closed
$9.50
$0
0
0%
-150,000
-16,218
0
N/A
UNH
Unitedhealth Group Inc
67
Closed
$521.27
$0
0
0%
-204,000
-387
0
Health Care Plans
FISK
Empire State Realty Op Lp
66
Closed
$9.38
$0
0
0%
-101,000
-10,329
0
N/A
BSCO
Invesco BulletShares 2024 C...
65
Closed
$21.06
$0
0
0%
-314,000
-15,022
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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