Laffer Tengler Investments’s Signature Bank SBNY Stock Holding History

Laffer Tengler Investments’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
2023 Q4	–	Sell	-749	Closed	-$18	–	436
2023 Q3	$18	Hold	749	–	–	﹤0.01%	319
2023 Q2	$157	Hold	749	–	–	﹤0.01%	383
2023 Q1	$137	Sell	749 -54	-7%	-$6.5K	﹤0.01%	398
2022 Q4	$92.5K	Buy	+803	New	+$110K	0.03%	265

Other funds holding SBNY

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Knights of Columbus Asset Advisors New Haven, Connecticut $1.77B AUM 31.28% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $562M AUM