CAM
SBNY

ClariVest Asset Management’s Signature Bank SBNY Stock Holding History

ClariVest Asset Management’s Portfolio SBNY Stock Details SBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5
Closed -$1K – 862
2021
Q1 		$1K Buy
+5
New +$985 ﹤0.01% 730
2017
Q3 		– Sell
-10
Closed -$1K – 718
2017
Q2 		$1K Hold
10
– – ﹤0.01% 653
2017
Q1 		$1K Hold
10
– – ﹤0.01% 671
2016
Q4 		$2K Hold
10
– – ﹤0.01% 600
2016
Q3 		$1K Hold
10
– – ﹤0.01% 682
2016
Q2 		$1K Hold
10
– – ﹤0.01% 620
2016
Q1 		$1K Hold
10
– – ﹤0.01% 617
2015
Q4 		$2K Hold
10
– – ﹤0.01% 560
2015
Q3 		$1K Sell
10
-6
-38% -$848 ﹤0.01% 592
2015
Q2 		$2K Hold
16
– – ﹤0.01% 554
2015
Q1 		$2K Hold
16
– – ﹤0.01% 550
2014
Q4 		$2K Hold
16
– – ﹤0.01% 501
2014
Q3 		$2K Hold
16
– – ﹤0.01% 525
2014
Q2 		$2K Hold
16
– – ﹤0.01% 528
2014
Q1 		$2K Buy
+16
New +$1.95K ﹤0.01% 546

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return