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Jacobi Capital Management’s Prosperity Bancshares PB Stock Holding History

Jacobi Capital Management’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$7K – 1044
2021
Q3 		$7K Hold
100
– – ﹤0.01% 1134
2021
Q2 		$7K Hold
100
– – ﹤0.01% 1098
2021
Q1 		$7K Sell
100
-200
-67% -$14.6K ﹤0.01% 1060
2020
Q4 		$21K Buy
+300
New +$18.4K ﹤0.01% 713

Other funds holding PB

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jacobi Capital Management's PB Position: Q4 2021 in Review

Jacobi Capital Management sold out of Prosperity Bancshares (PB) in Q4 2021, closing a stake of 100 shares — an estimated $7K sold.

Jacobi Capital Management first reported a position in PB in Q4 2020 and held it in 4 quarters. The position peaked at $21K in Q4 2020. 302 funds tracked by Wall St. Rank hold PB as of Q4 2021.

  • Jacobi Capital Management reported no remaining Prosperity Bancshares position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 100 Prosperity Bancshares shares in Q4 2021, an estimated $7K.
  • Jacobi Capital Management first reported a position in Prosperity Bancshares in Q4 2020 and held it in 4 quarters.
  • Jacobi Capital Management's Prosperity Bancshares position peaked at $21K in Q4 2020.
  • 302 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.