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Empowered Funds’s Summit State Bank SSBI Stock Holding History

Empowered Funds’s Portfolio SSBI Stock Details SSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,016
Closed -$252K – 1438
2023
Q4 		$252K Buy
21,016
+1,799
+9% +$24.4K 0.01% 1154
2023
Q3 		$317K Buy
19,217
+1,580
+9% +$25.6K 0.01% 1047
2023
Q2 		$266K Buy
+17,637
New +$262K 0.01% 999

Other funds holding SSBI

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
BG
Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Empowered Funds's SSBI Position: Q1 2024 in Review

Empowered Funds sold out of Summit State Bank (SSBI) in Q1 2024, closing a stake of 21,016 shares — an estimated $252K sold.

Empowered Funds first reported a position in SSBI in Q2 2023 and held it in 3 quarters. The position peaked at $317K in Q3 2023. 19 funds tracked by Wall St. Rank hold SSBI as of Q1 2024.

  • Empowered Funds reported no remaining Summit State Bank position as of Q1 2024 after selling out during the quarter.
  • Empowered Funds sold 21,016 Summit State Bank shares in Q1 2024, an estimated $252K.
  • Empowered Funds first reported a position in Summit State Bank in Q2 2023 and held it in 3 quarters.
  • Empowered Funds's Summit State Bank position peaked at $317K in Q3 2023.
  • 19 funds tracked by Wall St. Rank held Summit State Bank as of Q1 2024.

Based on Empowered Funds's 13F filing for Q1 2024, filed 6 May 2024.