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
-16,486
Closed -$1.12M – 405
2021
Q2 		$1.12M Sell
16,486
-20,821
-56% -$1.38M 0.07% 237
2021
Q1 		$2.29M Buy
37,307
+591
+2% +$29.4K 0.15% 177
2020
Q4 		$1.48M Buy
36,716
+8,659
+31% +$336K 0.09% 186
2020
Q3 		$955K Buy
28,057
+3,803
+16% +$137K 0.09% 208
2020
Q2 		$867K Sell
24,254
-4,637
-16% -$153K 0.09% 189
2020
Q1 		$847K Sell
28,891
-4,745
-14% -$166K 0.09% 158
2019
Q4 		$1.27M Sell
33,636
-15,000
-31% -$536K 0.06% 188
2019
Q3 		$1.61M Sell
48,636
-12,818
-21% -$414K 0.09% 183
2019
Q2 		$2.1M Buy
61,454
+47,372
+336% +$1.58M 0.11% 158
2019
Q1 		$475K Sell
14,082
-1,538
-10% -$52.5K 0.03% 181
2018
Q4 		$498K Buy
+15,620
New +$562K 0.03% 171
2016
Q2 		– Sell
-53,910
Closed -$1.2M – 190
2016
Q1 		$1.2M Buy
+53,910
New +$1.05M 0.13% 131
2015
Q4 		– Sell
-19,502
Closed -$405K – 202
2015
Q3 		$405K Sell
19,502
-50,106
-72% -$978K 0.06% 139
2015
Q2 		$1.31M Buy
69,608
+27,770
+66% +$494K 0.17% 117
2015
Q1 		$690K Buy
41,838
+1,118
+3% +$17.6K 0.13% 125
2014
Q4 		$671K Buy
40,720
+6,014
+17% +$90.8K 0.15% 116
2014
Q3 		$500K Sell
34,706
-9,676
-22% -$140K 0.14% 124
2014
Q2 		$639K Buy
+44,382
New +$636K 0.22% 115

Other funds holding SFBS

BlackRock
BlackRock New York $5.7T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return