DI
SBNY

Disciplined Investments’s Signature Bank SBNY Stock Holding History

Disciplined Investments’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
2023
Q1 		– Sell
-2
Closed -$230 – 1724
2022
Q4 		$230 Sell
2
-5
-71% -$687 ﹤0.01% 1406
2022
Q3 		$1K Sell
7
-1
-13% -$182 ﹤0.01% 1187
2022
Q2 		$1K Sell
8
-4
-33% -$896 ﹤0.01% 1218
2022
Q1 		$4K Buy
+12
New +$3.9K ﹤0.01% 531

Other funds holding SBNY

FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Disciplined Investments's SBNY Position: Q1 2023 in Review

Disciplined Investments sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 2 shares — an estimated $230 sold.

Disciplined Investments first reported a position in SBNY in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • Disciplined Investments reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • Disciplined Investments sold 2 Signature Bank shares in Q1 2023, an estimated $230.
  • Disciplined Investments first reported a position in Signature Bank in Q1 2022 and held it in 4 quarters.
  • Disciplined Investments's Signature Bank position peaked at $4K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Disciplined Investments's 13F filing for Q1 2023, filed 10 May 2023.