BHZ Capital Management’s Simmons First National SFNC Stock Holding History

BHZ Capital Management’s Portfolio SFNC Stock Details SFNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-28,825	Closed	-$622K	–	149
2020 Q4	$622K	Buy	28,825 +7,800	+37%	+$149K	0.21%	100
2020 Q3	$333K	Hold	21,025	–	–	0.14%	112
2020 Q2	$360K	Hold	21,025	–	–	0.14%	111
2020 Q1	$387K	Sell	21,025 -8,577	-29%	-$195K	0.15%	116
2019 Q4	$793K	Buy	29,602 +20,597	+229%	+$520K	0.19%	111
2019 Q3	$224K	Sell	9,005 -63,297	-88%	-$1.55M	0.05%	134
2019 Q2	$1.68M	Buy	+72,302	New	+$1.76M	0.4%	68
2019 Q1	–	Sell	-81,478	Closed	-$1.97M	–	146
2018 Q4	$1.97M	Buy	81,478 +19,936	+32%	+$536K	0.52%	54
2018 Q3	$1.81M	Buy	61,542 +4,100	+7%	+$126K	0.45%	61
2018 Q2	$1.72M	Buy	+57,442	New	+$1.75M	0.49%	55

Other funds holding SFNC

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BHZ Capital Management's SFNC Position: Q1 2021 in Review

BHZ Capital Management sold out of Simmons First National (SFNC) in Q1 2021, closing a stake of 28,825 shares — an estimated $622K sold.

BHZ Capital Management first reported a position in SFNC in Q2 2018 and held it in 10 quarters. The position peaked at $1.97M in Q4 2018. 210 funds tracked by Wall St. Rank hold SFNC as of Q1 2021.

BHZ Capital Management reported no remaining Simmons First National position as of Q1 2021 after selling out during the quarter.
BHZ Capital Management sold 28,825 Simmons First National shares in Q1 2021, an estimated $622K.
BHZ Capital Management first reported a position in Simmons First National in Q2 2018 and held it in 10 quarters.
BHZ Capital Management's Simmons First National position peaked at $1.97M in Q4 2018.
210 funds tracked by Wall St. Rank held Simmons First National as of Q1 2021.

Based on BHZ Capital Management's 13F filing for Q1 2021, filed 10 May 2021.