Denali Advisors’s South Plains Financial SPFI Stock Holding History

Denali Advisors’s Portfolio SPFI Stock Details SPFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,400	Closed	-$143K	–	504
2023 Q3	$143K	Buy	5,400 +700	+15%	+$18.1K	0.05%	248
2023 Q2	$106K	Sell	4,700 -1,000	-18%	-$21.7K	0.04%	264
2023 Q1	$122K	Hold	5,700	–	–	0.05%	164
2022 Q4	$157K	Buy	5,700 +800	+16%	+$23.8K	0.07%	151
2022 Q3	$135K	Buy	4,900 +400	+9%	+$10.4K	0.06%	152
2022 Q2	$109K	Hold	4,500	–	–	0.05%	168
2022 Q1	$120K	Hold	4,500	–	–	0.05%	182
2021 Q4	$125K	Buy	+4,500	New	+$117K	0.05%	179
2021 Q2	–	Sell	-960	Closed	-$22K	–	363
2021 Q1	$22K	Buy	+960	New	+$20K	0.01%	277

Other funds holding SPFI

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

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Denali Advisors's SPFI Position: Q4 2023 in Review

Denali Advisors sold out of South Plains Financial (SPFI) in Q4 2023, closing a stake of 5,400 shares — an estimated $143K sold.

Denali Advisors first reported a position in SPFI in Q1 2021 and held it in 9 quarters. The position peaked at $157K in Q4 2022. 79 funds tracked by Wall St. Rank hold SPFI as of Q4 2023.

Denali Advisors reported no remaining South Plains Financial position as of Q4 2023 after selling out during the quarter.
Denali Advisors sold 5,400 South Plains Financial shares in Q4 2023, an estimated $143K.
Denali Advisors first reported a position in South Plains Financial in Q1 2021 and held it in 9 quarters.
Denali Advisors's South Plains Financial position peaked at $157K in Q4 2022.
79 funds tracked by Wall St. Rank held South Plains Financial as of Q4 2023.

Based on Denali Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.