Glenmede Trust’s ServisFirst Bancshares SFBS Stock Holding History

Glenmede Trust’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	-970	Closed	-$16K	–	2073
2020 Q3	$16K	Sell	970 -12	-1%	-$215	﹤0.01%	1697
2020 Q2	$17K	Buy	982 +658	+203%	+$10.9K	﹤0.01%	1660
2020 Q1	$6K	Hold	324	–	–	﹤0.01%	2629
2019 Q4	$6K	Hold	324	–	–	﹤0.01%	2629
2019 Q3	$5K	Buy	324 +94	+41%	+$1.52K	﹤0.01%	2646
2019 Q2	$3K	Hold	230	–	–	﹤0.01%	2781
2019 Q1	$3K	Hold	230	–	–	﹤0.01%	2765
2018 Q4	$3K	Buy	+230	New	+$4.14K	﹤0.01%	2703

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Glenmede Trust's SFBS Position: Q4 2020 in Review

Glenmede Trust sold out of ServisFirst Bancshares (SFBS) in Q4 2020, closing a stake of 970 shares — an estimated $16K sold.

Glenmede Trust first reported a position in SFBS in Q4 2018 and held it in 8 quarters. The position peaked at $17K in Q2 2020. 178 funds tracked by Wall St. Rank hold SFBS as of Q4 2020.

Glenmede Trust reported no remaining ServisFirst Bancshares position as of Q4 2020 after selling out during the quarter.
Glenmede Trust sold 970 ServisFirst Bancshares shares in Q4 2020, an estimated $16K.
Glenmede Trust first reported a position in ServisFirst Bancshares in Q4 2018 and held it in 8 quarters.
Glenmede Trust's ServisFirst Bancshares position peaked at $17K in Q2 2020.
178 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2020.

Based on Glenmede Trust's 13F filing for Q4 2020, filed 16 Feb 2021.