Cerity Partners
SBSI icon

Cerity Partners’s Southside Bancshares SBSI Stock Holding History

Cerity Partners’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,615
Closed -$229K – 1236
2022
Q1 		$229K Buy
5,615
+25
+0.4% +$1.05K ﹤0.01% 823
2021
Q4 		$234K Buy
5,590
+18
+0.3% +$744 ﹤0.01% 875
2021
Q3 		$213K Hold
5,572
– – ﹤0.01% 638
2021
Q2 		$213K Hold
5,572
– – ﹤0.01% 667
2021
Q1 		$215K Buy
+5,572
New +$197K 0.01% 642

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State Street
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Renaissance Technologies
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Geode Capital Management
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Northern Trust
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Bank of New York Mellon
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cerity Partners's SBSI Position: Q2 2022 in Review

Cerity Partners sold out of Southside Bancshares (SBSI) in Q2 2022, closing a stake of 5,615 shares — an estimated $229K sold.

Cerity Partners first reported a position in SBSI in Q1 2021 and held it in 5 quarters. The position peaked at $234K in Q4 2021. 141 funds tracked by Wall St. Rank hold SBSI as of Q2 2022.

  • Cerity Partners reported no remaining Southside Bancshares position as of Q2 2022 after selling out during the quarter.
  • Cerity Partners sold 5,615 Southside Bancshares shares in Q2 2022, an estimated $229K.
  • Cerity Partners first reported a position in Southside Bancshares in Q1 2021 and held it in 5 quarters.
  • Cerity Partners's Southside Bancshares position peaked at $234K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2022.

Based on Cerity Partners's 13F filing for Q2 2022, filed 10 Aug 2022.