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Disciplined Investments’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Disciplined Investments’s Portfolio SBCF Stock Details SBCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8
Closed -$177 – 1273
2023
Q2 		$177 Buy
8
+1
+14% +$22 ﹤0.01% 1521
2023
Q1 		$166 Hold
7
– – ﹤0.01% 1518
2022
Q4 		$218 Sell
7
-1
-13% -$32 ﹤0.01% 1420
2022
Q3 		$0 Hold
8
– – ﹤0.01% 1564
2022
Q2 		$0 Buy
8
+3
+60% +$100 ﹤0.01% 1578
2022
Q1 		$0 Buy
+5
New +$182 ﹤0.01% 1585

Other funds holding SBCF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's SBCF Position: Q3 2023 in Review

Disciplined Investments sold out of Seacoast Banking Corp of Florida (SBCF) in Q3 2023, closing a stake of 8 shares — an estimated $177 sold.

Disciplined Investments first reported a position in SBCF in Q1 2022 and held it in 6 quarters. The position peaked at $218 in Q4 2022. 218 funds tracked by Wall St. Rank hold SBCF as of Q3 2023.

  • Disciplined Investments reported no remaining Seacoast Banking Corp of Florida position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Seacoast Banking Corp of Florida shares in Q3 2023, an estimated $177.
  • Disciplined Investments first reported a position in Seacoast Banking Corp of Florida in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Seacoast Banking Corp of Florida position peaked at $218 in Q4 2022.
  • 218 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.