IP
SFBS

Interval Partners’s ServisFirst Bancshares SFBS Stock Holding History

Interval Partners’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
2021
Q3 		– Sell
-32,972
Closed -$1.12M – 358
2021
Q2 		$1.12M Sell
32,972
-41,642
-56% -$1.38M 0.05% 237
2021
Q1 		$2.29M Buy
74,614
+1,182
+2% +$29.4K 0.09% 177
2020
Q4 		$1.48M Buy
73,432
+17,318
+31% +$336K 0.06% 186
2020
Q3 		$955K Buy
56,114
+7,606
+16% +$137K 0.05% 208
2020
Q2 		$867K Sell
48,508
-9,274
-16% -$153K 0.05% 189
2020
Q1 		$847K Sell
57,782
-9,490
-14% -$166K 0.07% 158
2019
Q4 		$1.27M Sell
67,272
-30,000
-31% -$536K 0.05% 188
2019
Q3 		$1.61M Sell
97,272
-25,636
-21% -$414K 0.06% 183
2019
Q2 		$2.1M Buy
122,908
+94,744
+336% +$1.58M 0.08% 158
2019
Q1 		$475K Sell
28,164
-3,076
-10% -$52.5K 0.02% 181
2018
Q4 		$498K Buy
+31,240
New +$562K 0.03% 171
2016
Q2 		– Sell
-107,820
Closed -$1.2M – 177
2016
Q1 		$1.2M Buy
+107,820
New +$1.05M 0.1% 131
2015
Q4 		– Sell
-39,004
Closed -$405K – 188
2015
Q3 		$405K Sell
39,004
-100,212
-72% -$978K 0.05% 139
2015
Q2 		$1.31M Buy
139,216
+55,540
+66% +$494K 0.14% 117
2015
Q1 		$690K Buy
83,676
+2,236
+3% +$17.6K 0.09% 125
2014
Q4 		$671K Buy
81,440
+12,028
+17% +$90.8K 0.1% 116
2014
Q3 		$500K Sell
69,412
-19,352
-22% -$140K 0.1% 124
2014
Q2 		$639K Buy
+88,764
New +$636K 0.15% 115

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Interval Partners's SFBS Position: Q3 2021 in Review

Interval Partners sold out of ServisFirst Bancshares (SFBS) in Q3 2021, closing a stake of 32,972 shares — an estimated $1.12M sold.

Interval Partners first reported a position in SFBS in Q2 2014 and held it in 18 quarters. The position peaked at $2.29M in Q1 2021. 215 funds tracked by Wall St. Rank hold SFBS as of Q3 2021.

  • Interval Partners reported no remaining ServisFirst Bancshares position as of Q3 2021 after selling out during the quarter.
  • Interval Partners sold 32,972 ServisFirst Bancshares shares in Q3 2021, an estimated $1.12M.
  • Interval Partners first reported a position in ServisFirst Bancshares in Q2 2014 and held it in 18 quarters.
  • Interval Partners's ServisFirst Bancshares position peaked at $2.29M in Q1 2021.
  • 215 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2021.

Based on Interval Partners's 13F filing for Q3 2021, filed 15 Nov 2021.