Aull & Monroe Investment Management’s ServisFirst Bancshares SFBS Stock Holding History

Aull & Monroe Investment Management’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
2021 Q3	–	Sell	-13,446	Closed	-$914K	–	135
2021 Q2	$914K	Hold	13,446	–	–	0.43%	64
2021 Q1	$825K	Hold	13,446	–	–	0.4%	66
2020 Q4	$541K	Hold	13,446	–	–	0.29%	80
2020 Q3	$457K	Hold	13,446	–	–	0.27%	84
2020 Q2	$481K	Hold	13,446	–	–	0.3%	81
2020 Q1	$394K	Hold	13,446	–	–	0.26%	84
2019 Q4	$506K	Hold	13,446	–	–	0.26%	85
2019 Q3	$446K	Hold	13,446	–	–	0.24%	89
2019 Q2	$461K	Hold	13,446	–	–	0.24%	89
2019 Q1	$454K	Hold	13,446	–	–	0.24%	88
2018 Q4	$428K	Hold	13,446	–	–	0.24%	86
2018 Q3	$527K	Hold	13,446	–	–	0.25%	84
2018 Q2	$561K	Hold	13,446	–	–	0.29%	82
2018 Q1	$549K	Hold	13,446	–	–	0.29%	83
2017 Q4	$558K	Hold	13,446	–	–	0.28%	84
2017 Q3	$522K	Hold	13,446	–	–	0.27%	85
2017 Q2	$496K	Hold	13,446	–	–	0.27%	86
2017 Q1	$490K	Buy	13,446 +6,723	+100%	+$264K	0.26%	89
2016 Q4	$252K	Sell	6,723 -6,723	-50%	-$213K	0.14%	111
2016 Q3	$349K	Hold	13,446	–	–	0.2%	96
2016 Q2	$332K	Hold	13,446	–	–	0.19%	95
2016 Q1	$298K	Hold	13,446	–	–	0.18%	100
2015 Q4	$319K	Hold	13,446	–	–	0.2%	95
2015 Q3	$279K	Hold	13,446	–	–	0.18%	99
2015 Q2	$260K	Buy	+13,446	New	+$239K	0.15%	106

Other funds holding SFBS

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Aull & Monroe Investment Management's SFBS Position: Q3 2021 in Review

Aull & Monroe Investment Management sold out of ServisFirst Bancshares (SFBS) in Q3 2021, closing a stake of 13,446 shares — an estimated $914K sold.

Aull & Monroe Investment Management first reported a position in SFBS in Q2 2015 and held it in 25 quarters. The position peaked at $914K in Q2 2021. 215 funds tracked by Wall St. Rank hold SFBS as of Q3 2021.

Aull & Monroe Investment Management reported no remaining ServisFirst Bancshares position as of Q3 2021 after selling out during the quarter.
Aull & Monroe Investment Management sold 13,446 ServisFirst Bancshares shares in Q3 2021, an estimated $914K.
Aull & Monroe Investment Management first reported a position in ServisFirst Bancshares in Q2 2015 and held it in 25 quarters.
Aull & Monroe Investment Management's ServisFirst Bancshares position peaked at $914K in Q2 2021.
215 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2021.

Based on Aull & Monroe Investment Management's 13F filing for Q3 2021, filed 26 Oct 2021.