5L
SFBS

55I LLC’s ServisFirst Bancshares SFBS Stock Holding History

55I LLC’s Portfolio SFBS Stock Details SFBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,659
Closed -$635K – 671
2022
Q1 		$635K Sell
6,659
-1
-0% -$87 0.02% 320
2021
Q4 		$566K Buy
6,660
+475
+8% +$38.7K 0.01% 326
2021
Q3 		$481K Hold
6,185
– – 0.01% 326
2021
Q2 		$420K Buy
6,185
+1
+0% +$66 0.01% 283
2021
Q1 		$379K Hold
6,184
– – 0.02% 229
2020
Q4 		$249K Hold
6,184
– – 0.02% 218
2020
Q3 		$210K Buy
+6,184
New +$222K 0.02% 258

Other funds holding SFBS

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

55I LLC's SFBS Position: Q2 2022 in Review

55I LLC sold out of ServisFirst Bancshares (SFBS) in Q2 2022, closing a stake of 6,659 shares — an estimated $635K sold.

55I LLC first reported a position in SFBS in Q3 2020 and held it in 7 quarters. The position peaked at $635K in Q1 2022. 240 funds tracked by Wall St. Rank hold SFBS as of Q2 2022.

  • 55I LLC reported no remaining ServisFirst Bancshares position as of Q2 2022 after selling out during the quarter.
  • 55I LLC sold 6,659 ServisFirst Bancshares shares in Q2 2022, an estimated $635K.
  • 55I LLC first reported a position in ServisFirst Bancshares in Q3 2020 and held it in 7 quarters.
  • 55I LLC's ServisFirst Bancshares position peaked at $635K in Q1 2022.
  • 240 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2022.

Based on 55I LLC's 13F filing for Q2 2022, filed 12 Aug 2022.