Bartlett & Co’s ServisFirst Bancshares SFBS Stock Holding History

Bartlett & Co’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 Q4	–	Sell	-31	Closed	-$2K	–	794
2021 Q3	$2K	Buy	+31	New	+$2.22K	﹤0.01%	887

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 $2.66B AUM 14.89% 1-Year Est. Return

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 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

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

Bartlett & Co's SFBS Position: Q4 2021 in Review

Bartlett & Co sold out of ServisFirst Bancshares (SFBS) in Q4 2021, closing a stake of 31 shares — an estimated $2K sold.

Bartlett & Co first reported a position in SFBS in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 229 funds tracked by Wall St. Rank hold SFBS as of Q4 2021.

Bartlett & Co reported no remaining ServisFirst Bancshares position as of Q4 2021 after selling out during the quarter.
Bartlett & Co sold 31 ServisFirst Bancshares shares in Q4 2021, an estimated $2K.
Bartlett & Co first reported a position in ServisFirst Bancshares in Q3 2021 and held it in 1 quarter.
Bartlett & Co's ServisFirst Bancshares position peaked at $2K in Q3 2021.
229 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2021.

Based on Bartlett & Co's 13F filing for Q4 2021, filed 8 Mar 2022.