KA
SFBS

Kaizen Advisory’s ServisFirst Bancshares SFBS Stock Holding History

Kaizen Advisory’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
2018
Q4 		$629K Sell
19,760
-3,836
-16% -$138K 0.44% 84
2018
Q3 		$924K Buy
+23,596
New +$997K 0.48% 97

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's SFBS Position: Q4 2018 in Review

Kaizen Advisory reduced its ServisFirst Bancshares (SFBS) stake by 16% in Q4 2018, selling an estimated $138K and leaving 19,760 shares worth $629K. The position accounts for 0.44% of the portfolio, ranked #84.

Kaizen Advisory first reported a position in SFBS in Q3 2018 and has held it in 2 quarters since. The position peaked at $924K in Q3 2018. 151 funds tracked by Wall St. Rank hold SFBS as of Q4 2018.

  • Kaizen Advisory held 19,760 shares of ServisFirst Bancshares worth $629K as of Q4 2018.
  • Kaizen Advisory sold 3,836 ServisFirst Bancshares shares in Q4 2018, an estimated $138K.
  • ServisFirst Bancshares made up 0.44% of Kaizen Advisory's portfolio in Q4 2018, its #84 holding.
  • Kaizen Advisory first reported a position in ServisFirst Bancshares in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's ServisFirst Bancshares position peaked at $924K in Q3 2018.
  • 151 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.