Federated Hermes
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Federated Hermes’s Southside Bancshares SBSI Stock Holding History

Federated Hermes’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1
Closed -$1K – 2060
2014
Q4 		$1K Sell
1
-4,108
-100% -$117K ﹤0.01% 1934
2014
Q3 		$121K Sell
4,109
-4,960
-55% -$136K ﹤0.01% 1556
2014
Q2 		$232K Sell
9,069
-753
-8% -$18.6K ﹤0.01% 1477
2014
Q1 		$260K Buy
9,822
+1,718
+21% +$41.3K ﹤0.01% 1462
2013
Q4 		$187K Buy
8,104
+5,746
+244% +$132K ﹤0.01% 1492
2013
Q3 		$53K Buy
+2,358
New +$50.4K ﹤0.01% 1625

Other funds holding SBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes's SBSI Position: Q1 2015 in Review

Federated Hermes sold out of Southside Bancshares (SBSI) in Q1 2015, closing a stake of 1 share — an estimated $1K sold.

Federated Hermes first reported a position in SBSI in Q3 2013 and held it in 6 quarters. The position peaked at $260K in Q1 2014. 107 funds tracked by Wall St. Rank hold SBSI as of Q1 2015.

  • Federated Hermes reported no remaining Southside Bancshares position as of Q1 2015 after selling out during the quarter.
  • Federated Hermes sold 1 Southside Bancshares share in Q1 2015, an estimated $1K.
  • Federated Hermes first reported a position in Southside Bancshares in Q3 2013 and held it in 6 quarters.
  • Federated Hermes's Southside Bancshares position peaked at $260K in Q1 2014.
  • 107 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2015.

Based on Federated Hermes's 13F filing for Q1 2015, filed 8 May 2015.