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Disciplined Investments’s Stock Yards Bancorp SYBT Stock Holding History

Disciplined Investments’s Portfolio SYBT Stock Details SYBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$45 – 1366
2023
Q2 		$45 Hold
1
– – ﹤0.01% 1664
2023
Q1 		$55 Buy
+1
New +$58 ﹤0.01% 1626
2022
Q4 		– Sell
-1
Closed -$72 – 1693
2022
Q3 		$0 Buy
+1
New +$67 ﹤0.01% 1602

Other funds holding SYBT

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Investments's SYBT Position: Q3 2023 in Review

Disciplined Investments sold out of Stock Yards Bancorp (SYBT) in Q3 2023, closing a stake of 1 share — an estimated $45 sold.

Disciplined Investments first reported a position in SYBT in Q3 2022 and held it in 3 quarters. The position peaked at $55 in Q1 2023. 157 funds tracked by Wall St. Rank hold SYBT as of Q3 2023.

  • Disciplined Investments reported no remaining Stock Yards Bancorp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 1 Stock Yards Bancorp share in Q3 2023, an estimated $45.
  • Disciplined Investments first reported a position in Stock Yards Bancorp in Q3 2022 and held it in 3 quarters.
  • Disciplined Investments's Stock Yards Bancorp position peaked at $55 in Q1 2023.
  • 157 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q3 2023.

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