CAPTRUST Financial Advisors
SYBT icon

CAPTRUST Financial Advisors’s Stock Yards Bancorp SYBT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SYBT Stock Details SYBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-66,683
Closed -$3.43M – 2615
2023
Q4 		$3.43M Buy
66,683
+64
+0.1% +$2.85K 0.01% 689
2023
Q3 		$2.62M Buy
66,619
+56
+0.1% +$2.54K 0.01% 753
2023
Q2 		$3.02M Hold
66,563
– – 0.01% 684
2023
Q1 		$3.67M Sell
66,563
-30
-0% -$1.75K 0.02% 549
2022
Q4 		$4.33M Hold
66,593
– – 0.02% 468
2022
Q3 		$4.53M Buy
66,593
+49,456
+289% +$3.31M 0.03% 425
2022
Q2 		$1.03M Sell
17,137
-2,703
-14% -$151K 0.01% 822
2022
Q1 		$1.05M Hold
19,840
– – 0.01% 833
2021
Q4 		$1.27M Buy
19,840
+16,277
+457% +$1.02M 0.01% 713
2021
Q3 		$210K Buy
3,563
+32
+0.9% +$1.64K ﹤0.01% 1530
2021
Q2 		$181K Buy
3,531
+2,656
+304% +$137K ﹤0.01% 1599
2021
Q1 		$45K Sell
875
-15,402
-95% -$739K ﹤0.01% 2494
2020
Q4 		$659K Hold
16,277
– – 0.01% 743
2020
Q3 		$556K Hold
16,277
– – 0.01% 685
2020
Q2 		$622K Buy
+16,277
New +$530K 0.01% 644
2019
Q4 		– Sell
-17,020
Closed -$629K – 1712
2019
Q3 		$629K Hold
17,020
– – 0.02% 370
2019
Q2 		$620K Buy
17,020
+16,570
+3,682% +$573K 0.02% 359
2019
Q1 		$15K Buy
+450
New +$15.7K ﹤0.01% 1275

Other funds holding SYBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors's SYBT Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of Stock Yards Bancorp (SYBT) in Q1 2024, closing a stake of 66,683 shares — an estimated $3.43M sold.

CAPTRUST Financial Advisors first reported a position in SYBT in Q1 2019 and held it in 18 quarters. The position peaked at $4.53M in Q3 2022. 171 funds tracked by Wall St. Rank hold SYBT as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining Stock Yards Bancorp position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 66,683 Stock Yards Bancorp shares in Q1 2024, an estimated $3.43M.
  • CAPTRUST Financial Advisors first reported a position in Stock Yards Bancorp in Q1 2019 and held it in 18 quarters.
  • CAPTRUST Financial Advisors's Stock Yards Bancorp position peaked at $4.53M in Q3 2022.
  • 171 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.