EVM
SBNY

Evelyn V. Moreno’s Signature Bank SBNY Stock Holding History

Evelyn V. Moreno’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
-1,422
Closed -$215K – 167
2022
Q3 		$215K Buy
1,422
+4
+0.3% +$727 0.1% 134
2022
Q2 		$254K Buy
+1,418
New +$318K 0.06% 132

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 $20.5B AUM 26.83% 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

Evelyn V. Moreno's SBNY Position: Q4 2022 in Review

Evelyn V. Moreno sold out of Signature Bank (SBNY) in Q4 2022, closing a stake of 1,422 shares — an estimated $215K sold.

Evelyn V. Moreno first reported a position in SBNY in Q2 2022 and held it in 2 quarters. The position peaked at $254K in Q2 2022. 485 funds tracked by Wall St. Rank hold SBNY as of Q4 2022.

  • Evelyn V. Moreno reported no remaining Signature Bank position as of Q4 2022 after selling out during the quarter.
  • Evelyn V. Moreno sold 1,422 Signature Bank shares in Q4 2022, an estimated $215K.
  • Evelyn V. Moreno first reported a position in Signature Bank in Q2 2022 and held it in 2 quarters.
  • Evelyn V. Moreno's Signature Bank position peaked at $254K in Q2 2022.
  • 485 funds tracked by Wall St. Rank held Signature Bank as of Q4 2022.

Based on Evelyn V. Moreno's 13F filing for Q4 2022, filed 9 Feb 2023.