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Eaton Vance Management’s Southside Bancshares SBSI Stock Holding History

Eaton Vance Management’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,731
Closed -$72K – 2539
2021
Q4 		$72K Buy
1,731
+143
+9% +$5.91K ﹤0.01% 1952
2021
Q3 		$0 Buy
1,588
+339
+27% +$12.5K ﹤0.01% 2581
2021
Q2 		$48K Buy
1,249
+500
+67% +$20.4K ﹤0.01% 2168
2021
Q1 		$29K Buy
+749
New +$26.5K ﹤0.01% 1947

Other funds holding SBSI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Eaton Vance Management's SBSI Position: Q1 2022 in Review

Eaton Vance Management sold out of Southside Bancshares (SBSI) in Q1 2022, closing a stake of 1,731 shares — an estimated $72K sold.

Eaton Vance Management first reported a position in SBSI in Q1 2021 and held it in 4 quarters. The position peaked at $72K in Q4 2021. 139 funds tracked by Wall St. Rank hold SBSI as of Q1 2022.

  • Eaton Vance Management reported no remaining Southside Bancshares position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 1,731 Southside Bancshares shares in Q1 2022, an estimated $72K.
  • Eaton Vance Management first reported a position in Southside Bancshares in Q1 2021 and held it in 4 quarters.
  • Eaton Vance Management's Southside Bancshares position peaked at $72K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.