HIS
SFBS

Horizon Investment Services’s ServisFirst Bancshares SFBS Stock Holding History

Horizon Investment Services’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
2023
Q1 		– Sell
-17,030
Closed -$1.17M – 120
2022
Q4 		$1.17M Sell
17,030
-16,222
-49% -$1.21M 0.85% 37
2022
Q3 		$2.66M Sell
33,252
-629
-2% -$53.1K 1.93% 16
2022
Q2 		$2.67M Sell
33,881
-943
-3% -$76.8K 1.77% 15
2022
Q1 		$3.32M Sell
34,824
-4,415
-11% -$386K 1.74% 14
2021
Q4 		$3.33M Sell
39,239
-528
-1% -$43K 1.53% 16
2021
Q3 		$3.09M Sell
39,767
-287
-0.7% -$20.5K 1.52% 17
2021
Q2 		$2.72M Buy
40,054
+287
+0.7% +$19K 1.34% 24
2021
Q1 		$2.44M Buy
39,767
+10,612
+36% +$527K 1.31% 26
2020
Q4 		$1.18M Buy
29,155
+12,320
+73% +$477K 0.72% 46
2020
Q3 		$573K Buy
16,835
+5,286
+46% +$190K 0.38% 58
2020
Q2 		$413K Buy
11,549
+4,689
+68% +$155K 0.29% 70
2020
Q1 		$201K Buy
+6,860
New +$240K 0.18% 88

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Horizon Investment Services's SFBS Position: Q1 2023 in Review

Horizon Investment Services sold out of ServisFirst Bancshares (SFBS) in Q1 2023, closing a stake of 17,030 shares — an estimated $1.17M sold.

Horizon Investment Services first reported a position in SFBS in Q1 2020 and held it in 12 quarters. The position peaked at $3.33M in Q4 2021. 239 funds tracked by Wall St. Rank hold SFBS as of Q1 2023.

  • Horizon Investment Services reported no remaining ServisFirst Bancshares position as of Q1 2023 after selling out during the quarter.
  • Horizon Investment Services sold 17,030 ServisFirst Bancshares shares in Q1 2023, an estimated $1.17M.
  • Horizon Investment Services first reported a position in ServisFirst Bancshares in Q1 2020 and held it in 12 quarters.
  • Horizon Investment Services's ServisFirst Bancshares position peaked at $3.33M in Q4 2021.
  • 239 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2023.

Based on Horizon Investment Services's 13F filing for Q1 2023, filed 9 May 2023.