Jacobi Capital Management’s Signature Bank SBNY Stock Holding History

Jacobi Capital Management’s Portfolio SBNY Stock Details SBNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-300	Closed	-$24K	–	1309
2020 Q1	$24K	Hold	300	–	–	0.01%	542
2019 Q4	$41K	Hold	300	–	–	0.01%	500
2019 Q3	$36K	Buy	+300	New	+$36.3K	0.01%	504
2018 Q4	–	Sell	-10	Closed	-$1K	–	1051
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	969
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	1002
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	972
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	912
2017 Q3	$1K	Buy	+10	New	+$1.31K	﹤0.01%	897

Other funds holding SBNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Jacobi Capital Management's SBNY Position: Q2 2020 in Review

Jacobi Capital Management sold out of Signature Bank (SBNY) in Q2 2020, closing a stake of 300 shares — an estimated $24K sold.

Jacobi Capital Management first reported a position in SBNY in Q3 2017 and held it in 8 quarters. The position peaked at $41K in Q4 2019. 323 funds tracked by Wall St. Rank hold SBNY as of Q2 2020.

Jacobi Capital Management reported no remaining Signature Bank position as of Q2 2020 after selling out during the quarter.
Jacobi Capital Management sold 300 Signature Bank shares in Q2 2020, an estimated $24K.
Jacobi Capital Management first reported a position in Signature Bank in Q3 2017 and held it in 8 quarters.
Jacobi Capital Management's Signature Bank position peaked at $41K in Q4 2019.
323 funds tracked by Wall St. Rank held Signature Bank as of Q2 2020.

Based on Jacobi Capital Management's 13F filing for Q2 2020, filed 27 Jul 2020.