1SP
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140 Summer Partners’s Regions Financial RF Stock Holding History

140 Summer Partners’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,513,157
Closed -$32.6M – 15
2022
Q4 		$32.6M Sell
1,513,157
-780,800
-34% -$16.9M 6.34% 8
2022
Q3 		$46M Buy
+2,293,957
New +$48.4M 9.4% 4

Other funds holding RF

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

140 Summer Partners's RF Position: Q1 2023 in Review

140 Summer Partners sold out of Regions Financial (RF) in Q1 2023, closing a stake of 1,513,157 shares — an estimated $32.6M sold.

140 Summer Partners first reported a position in RF in Q3 2022 and held it in 2 quarters. The position peaked at $46M in Q3 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

  • 140 Summer Partners reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
  • 140 Summer Partners sold 1,513,157 Regions Financial shares in Q1 2023, an estimated $32.6M.
  • 140 Summer Partners first reported a position in Regions Financial in Q3 2022 and held it in 2 quarters.
  • 140 Summer Partners's Regions Financial position peaked at $46M in Q3 2022.
  • 824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on 140 Summer Partners's 13F filing for Q1 2023, filed 15 May 2023.