Atom Investors’s Shore Bancshares SHBI Stock Holding History

Atom Investors’s Portfolio SHBI Stock Details SHBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17,515	Closed	-$184K	–	540
2023 Q3	$184K	Buy	+17,515	New	+$199K	0.04%	381

Other funds holding SHBI

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Atom Investors's SHBI Position: Q4 2023 in Review

Atom Investors sold out of Shore Bancshares (SHBI) in Q4 2023, closing a stake of 17,515 shares — an estimated $184K sold.

Atom Investors first reported a position in SHBI in Q3 2023 and held it in 1 quarter. The position peaked at $184K in Q3 2023. 111 funds tracked by Wall St. Rank hold SHBI as of Q4 2023.

Atom Investors reported no remaining Shore Bancshares position as of Q4 2023 after selling out during the quarter.
Atom Investors sold 17,515 Shore Bancshares shares in Q4 2023, an estimated $184K.
Atom Investors first reported a position in Shore Bancshares in Q3 2023 and held it in 1 quarter.
Atom Investors's Shore Bancshares position peaked at $184K in Q3 2023.
111 funds tracked by Wall St. Rank held Shore Bancshares as of Q4 2023.

Based on Atom Investors's 13F filing for Q4 2023, filed 14 Feb 2024.