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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
-13,318
Closed -$635K – 671
2022
Q1 		$635K Sell
13,318
-2
-0% -$87 0.02% 320
2021
Q4 		$566K Buy
13,320
+950
+8% +$38.7K 0.01% 326
2021
Q3 		$481K Hold
12,370
– – 0.01% 326
2021
Q2 		$420K Buy
12,370
+2
+0% +$66 0.01% 283
2021
Q1 		$379K Hold
12,368
– – 0.02% 229
2020
Q4 		$249K Hold
12,368
– – 0.02% 218
2020
Q3 		$210K Buy
+12,368
New +$222K 0.02% 258

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 13,318 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 13,318 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.