ClearBridge Investments’s Simmons First National SFNC Stock Holding History

ClearBridge Investments’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
2023 Q3	–	Sell	-85,083	Closed	-$1.47M	–	706
2023 Q2	$1.47M	Sell	85,083 -22	-0%	-$370	﹤0.01%	617
2023 Q1	$1.49M	Buy	85,105 +100	+0.1%	+$2.12K	﹤0.01%	627
2022 Q4	$1.83M	Sell	85,005 -671	-0.8%	-$15.2K	﹤0.01%	627
2022 Q3	$1.87M	Buy	85,676 +6,291	+8%	+$145K	﹤0.01%	631
2022 Q2	$1.69M	Buy	79,385 +9,842	+14%	+$239K	﹤0.01%	654
2022 Q1	$1.82M	Buy	+69,543	New	+$2.01M	﹤0.01%	673

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ClearBridge Investments's SFNC Position: Q3 2023 in Review

ClearBridge Investments sold out of Simmons First National (SFNC) in Q3 2023, closing a stake of 85,083 shares — an estimated $1.47M sold.

ClearBridge Investments first reported a position in SFNC in Q1 2022 and held it in 6 quarters. The position peaked at $1.87M in Q3 2022. 218 funds tracked by Wall St. Rank hold SFNC as of Q3 2023.

ClearBridge Investments reported no remaining Simmons First National position as of Q3 2023 after selling out during the quarter.
ClearBridge Investments sold 85,083 Simmons First National shares in Q3 2023, an estimated $1.47M.
ClearBridge Investments first reported a position in Simmons First National in Q1 2022 and held it in 6 quarters.
ClearBridge Investments's Simmons First National position peaked at $1.87M in Q3 2022.
218 funds tracked by Wall St. Rank held Simmons First National as of Q3 2023.

Based on ClearBridge Investments's 13F filing for Q3 2023, filed 13 Nov 2023.