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Benedetti & Gucer’s Summit State Bank SSBI Stock Holding History

Benedetti & Gucer’s Portfolio SSBI Stock Details SSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$492K Sell
45,321
-3,093
-6% -$34.5K 0.24% 72
2023
Q4 		$595K Buy
48,414
+452
+0.9% +$6.13K 0.31% 62
2023
Q3 		$769K Buy
47,962
+342
+0.7% +$5.54K 0.42% 45
2023
Q2 		$720K Buy
47,620
+366
+0.8% +$5.43K 0.37% 55
2023
Q1 		$655K Buy
+47,254
New +$729K 0.38% 51

Other funds holding SSBI

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Benedetti & Gucer's SSBI Position: Q1 2024 in Review

Benedetti & Gucer reduced its Summit State Bank (SSBI) stake by 6.4% in Q1 2024, selling an estimated $34.5K and leaving 45,321 shares worth $492K. The position accounts for 0.24% of the portfolio, ranked #72.

Benedetti & Gucer first reported a position in SSBI in Q1 2023 and has held it in 5 quarters since. The position peaked at $769K in Q3 2023. 19 funds tracked by Wall St. Rank hold SSBI as of Q1 2024.

  • Benedetti & Gucer held 45,321 shares of Summit State Bank worth $492K as of Q1 2024.
  • Benedetti & Gucer sold 3,093 Summit State Bank shares in Q1 2024, an estimated $34.5K.
  • Summit State Bank made up 0.24% of Benedetti & Gucer's portfolio in Q1 2024, its #72 holding.
  • Benedetti & Gucer first reported a position in Summit State Bank in Q1 2023 and has held it in 5 quarters since.
  • Benedetti & Gucer's Summit State Bank position peaked at $769K in Q3 2023.
  • 19 funds tracked by Wall St. Rank held Summit State Bank as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.