HFM
SFBS

Harvest Fund Management’s ServisFirst Bancshares SFBS Stock Holding History

Harvest Fund Management’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
2022
Q4 		– Sell
-155
Closed -$12K – 848
2022
Q3 		$12K Sell
155
-905
-85% -$76.3K ﹤0.01% 629
2022
Q2 		$84K Hold
1,060
– – 0.02% 336
2022
Q1 		$101K Buy
1,060
+576
+119% +$50.3K 0.02% 347
2021
Q4 		$41K Hold
484
– – 0.01% 503
2021
Q3 		$37K Buy
+484
New +$34.6K 0.01% 474

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harvest Fund Management's SFBS Position: Q4 2022 in Review

Harvest Fund Management sold out of ServisFirst Bancshares (SFBS) in Q4 2022, closing a stake of 155 shares — an estimated $12K sold.

Harvest Fund Management first reported a position in SFBS in Q3 2021 and held it in 5 quarters. The position peaked at $101K in Q1 2022. 252 funds tracked by Wall St. Rank hold SFBS as of Q4 2022.

  • Harvest Fund Management reported no remaining ServisFirst Bancshares position as of Q4 2022 after selling out during the quarter.
  • Harvest Fund Management sold 155 ServisFirst Bancshares shares in Q4 2022, an estimated $12K.
  • Harvest Fund Management first reported a position in ServisFirst Bancshares in Q3 2021 and held it in 5 quarters.
  • Harvest Fund Management's ServisFirst Bancshares position peaked at $101K in Q1 2022.
  • 252 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2022.

Based on Harvest Fund Management's 13F filing for Q4 2022, filed 6 Feb 2023.