LTI
SBNY

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

TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Laffer Tengler Investments's SBNY Position: Q4 2023 in Review

Laffer Tengler Investments sold out of Signature Bank (SBNY) in Q4 2023, closing a stake of 749 shares — an estimated $18 sold.

Laffer Tengler Investments first reported a position in SBNY in Q4 2022 and held it in 4 quarters. The position peaked at $92.5K in Q4 2022. 8 funds tracked by Wall St. Rank hold SBNY as of Q4 2023.

  • Laffer Tengler Investments reported no remaining Signature Bank position as of Q4 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 749 Signature Bank shares in Q4 2023, an estimated $18.
  • Laffer Tengler Investments first reported a position in Signature Bank in Q4 2022 and held it in 4 quarters.
  • Laffer Tengler Investments's Signature Bank position peaked at $92.5K in Q4 2022.
  • 8 funds tracked by Wall St. Rank held Signature Bank as of Q4 2023.

Based on Laffer Tengler Investments's 13F filing for Q4 2023, filed 8 Feb 2024.