HFM
SBNY

Harvest Fund Management’s Signature Bank SBNY Stock Holding History

Harvest Fund Management’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
Q1 		– Sell
-751
Closed -$240K – 816
2021
Q4 		$240K Buy
751
+440
+141% +$137K 0.04% 214
2021
Q3 		$84K Hold
311
– – 0.02% 314
2021
Q2 		$77K Hold
311
– – 0.01% 333
2021
Q1 		$70K Buy
311
+171
+122% +$33.7K 0.01% 327
2020
Q4 		$18K Buy
+140
New +$14.6K ﹤0.01% 500
2017
Q1 		– Sell
-226
Closed -$34K – 235
2016
Q4 		$34K Buy
+226
New +$30.8K 0.01% 186

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return