EIP
SFBS

Epoch Investment Partners’s ServisFirst Bancshares SFBS Stock Holding History

Epoch Investment Partners’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
2020
Q4 		– Sell
-39,509
Closed -$1.34M – 339
2020
Q3 		$1.34M Sell
39,509
-704
-2% -$25.3K 0.01% 278
2020
Q2 		$1.44M Buy
+40,213
New +$1.33M 0.01% 267

Other funds holding SFBS

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Epoch Investment Partners's SFBS Position: Q4 2020 in Review

Epoch Investment Partners sold out of ServisFirst Bancshares (SFBS) in Q4 2020, closing a stake of 39,509 shares — an estimated $1.34M sold.

Epoch Investment Partners first reported a position in SFBS in Q2 2020 and held it in 2 quarters. The position peaked at $1.44M in Q2 2020. 178 funds tracked by Wall St. Rank hold SFBS as of Q4 2020.

  • Epoch Investment Partners reported no remaining ServisFirst Bancshares position as of Q4 2020 after selling out during the quarter.
  • Epoch Investment Partners sold 39,509 ServisFirst Bancshares shares in Q4 2020, an estimated $1.34M.
  • Epoch Investment Partners first reported a position in ServisFirst Bancshares in Q2 2020 and held it in 2 quarters.
  • Epoch Investment Partners's ServisFirst Bancshares position peaked at $1.44M in Q2 2020.
  • 178 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2020.

Based on Epoch Investment Partners's 13F filing for Q4 2020, filed 12 Feb 2021.