EVM
SFBS

Eaton Vance Management’s ServisFirst Bancshares SFBS Stock Holding History

Eaton Vance Management’s Portfolio SFBS Stock Details SFBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$11.4M Sell
284,994
-150
-0.1% -$6.33K 0.02% 563
2022
Q2 		$11.3M Buy
285,144
+19,980
+8% +$814K 0.02% 585
2022
Q1 		$12.6M Buy
265,164
+194
+0.1% +$8.47K 0.01% 626
2021
Q4 		$11.3M Buy
264,970
+314
+0.1% +$12.8K 0.01% 603
2021
Q3 		$9.74M Sell
264,656
-16
-0% -$573 0.01% 575
2021
Q2 		$9M Buy
264,672
+110,566
+72% +$3.66M 0.01% 626
2021
Q1 		$4.73M Buy
154,106
+844
+0.6% +$21K 0.01% 756
2020
Q4 		$3.09M Hold
153,262
– – ﹤0.01% 829
2020
Q3 		$2.61M Hold
153,262
– – ﹤0.01% 771
2020
Q2 		$2.74M Buy
153,262
+84
+0.1% +$1.39K 0.01% 736
2020
Q1 		$2.25M Buy
153,178
+80
+0.1% +$1.4K 0.01% 740
2019
Q4 		$2.88M Buy
153,098
+72
+0% +$1.29K 0.01% 757
2019
Q3 		$2.54M Buy
153,026
+40
+0% +$645 0.01% 764
2019
Q2 		$2.62M Buy
152,986
+36,070
+31% +$602K 0.01% 746
2019
Q1 		$1.97M Hold
116,916
– – ﹤0.01% 775
2018
Q4 		$1.86M Hold
116,916
– – ﹤0.01% 741
2018
Q3 		$2.29M Buy
116,916
+34
+0% +$719 0.01% 732
2018
Q2 		$2.44M Hold
116,882
– – 0.01% 693
2018
Q1 		$2.39M Hold
116,882
– – 0.01% 665
2017
Q4 		$2.42M Buy
116,882
+60,054
+106% +$1.22M 0.01% 669
2017
Q3 		$1.1M Hold
56,828
– – ﹤0.01% 804
2017
Q2 		$1.05M Buy
+56,828
New +$1.03M ﹤0.01% 799

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Eaton Vance Management's SFBS Position: Q3 2022 in Review

Eaton Vance Management reduced its ServisFirst Bancshares (SFBS) stake by 0.05% in Q3 2022, selling an estimated $6.33K and leaving 284,994 shares worth $11.4M. The position accounts for 0.02% of the portfolio, ranked #563.

Eaton Vance Management first reported a position in SFBS in Q2 2017 and has held it in 22 quarters since. The position peaked at $12.6M in Q1 2022. 264 funds tracked by Wall St. Rank hold SFBS as of Q3 2022.

  • Eaton Vance Management held 284,994 shares of ServisFirst Bancshares worth $11.4M as of Q3 2022.
  • Eaton Vance Management sold 150 ServisFirst Bancshares shares in Q3 2022, an estimated $6.33K.
  • ServisFirst Bancshares made up 0.02% of Eaton Vance Management's portfolio in Q3 2022, its #563 holding.
  • Eaton Vance Management first reported a position in ServisFirst Bancshares in Q2 2017 and has held it in 22 quarters since.
  • Eaton Vance Management's ServisFirst Bancshares position peaked at $12.6M in Q1 2022.
  • 264 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.