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
-34,060
Closed -$1.17M – 120
2022
Q4 		$1.17M Sell
34,060
-32,444
-49% -$1.21M 0.85% 37
2022
Q3 		$2.66M Sell
66,504
-1,258
-2% -$53.1K 1.93% 16
2022
Q2 		$2.67M Sell
67,762
-1,886
-3% -$76.8K 1.77% 15
2022
Q1 		$3.32M Sell
69,648
-8,830
-11% -$386K 1.74% 14
2021
Q4 		$3.33M Sell
78,478
-1,056
-1% -$43K 1.53% 16
2021
Q3 		$3.09M Sell
79,534
-574
-0.7% -$20.5K 1.52% 17
2021
Q2 		$2.72M Buy
80,108
+574
+0.7% +$19K 1.34% 24
2021
Q1 		$2.44M Buy
79,534
+21,224
+36% +$527K 1.31% 26
2020
Q4 		$1.18M Buy
58,310
+24,640
+73% +$478K 0.72% 46
2020
Q3 		$573K Buy
33,670
+10,572
+46% +$190K 0.38% 58
2020
Q2 		$413K Buy
23,098
+9,378
+68% +$155K 0.29% 70
2020
Q1 		$201K Buy
+13,720
New +$240K 0.18% 88

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 34,060 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 34,060 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.