Cypress Capital’s ServisFirst Bancshares SFBS Stock Holding History

Cypress Capital’s Portfolio SFBS Stock Details SFBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,190	Closed	-$220K	–	89
2022 Q4	$220K	Hold	3,190	–	–	0.07%	78
2022 Q3	$255K	Hold	3,190	–	–	0.09%	82
2022 Q2	$252K	Hold	3,190	–	–	0.04%	158
2022 Q1	$304K	Hold	3,190	–	–	0.04%	168
2021 Q4	$271K	Hold	3,190	–	–	0.03%	180
2021 Q3	$248K	Buy	+3,190	New	+$228K	0.03%	165

Other funds holding SFBS

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

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

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cypress Capital's SFBS Position: Q1 2023 in Review

Cypress Capital sold out of ServisFirst Bancshares (SFBS) in Q1 2023, closing a stake of 3,190 shares — an estimated $220K sold.

Cypress Capital first reported a position in SFBS in Q3 2021 and held it in 6 quarters. The position peaked at $304K in Q1 2022. 239 funds tracked by Wall St. Rank hold SFBS as of Q1 2023.

Cypress Capital reported no remaining ServisFirst Bancshares position as of Q1 2023 after selling out during the quarter.
Cypress Capital sold 3,190 ServisFirst Bancshares shares in Q1 2023, an estimated $220K.
Cypress Capital first reported a position in ServisFirst Bancshares in Q3 2021 and held it in 6 quarters.
Cypress Capital's ServisFirst Bancshares position peaked at $304K in Q1 2022.
239 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2023.

Based on Cypress Capital's 13F filing for Q1 2023, filed 27 Apr 2023.