EIP
SBNY

Epoch Investment Partners’s Signature Bank SBNY Stock Holding History

Epoch Investment Partners’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
2022
Q4 		– Sell
-2,862
Closed -$432K – 448
2022
Q3 		$432K Sell
2,862
-248
-8% -$45.1K ﹤0.01% 395
2022
Q2 		$557K Buy
+3,110
New +$697K ﹤0.01% 389
2021
Q4 		– Sell
-134,751
Closed -$36.7M – 370
2021
Q3 		$36.7M Sell
134,751
-1,610
-1% -$404K 0.2% 149
2021
Q2 		$33.5M Sell
136,361
-143,379
-51% -$34.8M 0.18% 160
2021
Q1 		$63.2M Sell
279,740
-216,610
-44% -$42.7M 0.3% 116
2020
Q4 		$67.2M Buy
496,350
+324,852
+189% +$33.9M 0.31% 114
2020
Q3 		$14.2M Sell
171,498
-3,523
-2% -$351K 0.07% 191
2020
Q2 		$18.7M Buy
175,021
+160,607
+1,114% +$15.8M 0.1% 172
2020
Q1 		$1.16M Buy
+14,414
New +$1.81M 0.01% 252
2018
Q2 		– Sell
-1,011,913
Closed -$144M – 342
2018
Q1 		$144M Buy
1,011,913
+118,792
+13% +$17.9M 0.51% 75
2017
Q4 		$123M Buy
893,121
+540,129
+153% +$71.1M 0.41% 85
2017
Q3 		$45.2M Buy
352,992
+291,331
+472% +$38.3M 0.15% 122
2017
Q2 		$8.85M Buy
61,661
+35,500
+136% +$5.03M 0.03% 229
2017
Q1 		$3.88M Hold
26,161
– – 0.01% 255
2016
Q4 		$3.93M Buy
+26,161
New +$3.57M 0.01% 216

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Epoch Investment Partners's SBNY Position: Q4 2022 in Review

Epoch Investment Partners sold out of Signature Bank (SBNY) in Q4 2022, closing a stake of 2,862 shares — an estimated $432K sold.

Epoch Investment Partners first reported a position in SBNY in Q4 2016 and held it in 15 quarters. The position peaked at $144M in Q1 2018. 485 funds tracked by Wall St. Rank hold SBNY as of Q4 2022.

  • Epoch Investment Partners reported no remaining Signature Bank position as of Q4 2022 after selling out during the quarter.
  • Epoch Investment Partners sold 2,862 Signature Bank shares in Q4 2022, an estimated $432K.
  • Epoch Investment Partners first reported a position in Signature Bank in Q4 2016 and held it in 15 quarters.
  • Epoch Investment Partners's Signature Bank position peaked at $144M in Q1 2018.
  • 485 funds tracked by Wall St. Rank held Signature Bank as of Q4 2022.

Based on Epoch Investment Partners's 13F filing for Q4 2022, filed 13 Feb 2023.