LF
SBNY

Lee Financial’s Signature Bank SBNY Stock Holding History

Lee Financial’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
Q1 		– Sell
-95
Closed -$10.9K – 988
2022
Q4 		$10.9K Sell
95
-11
-10% -$1.51K ﹤0.01% 445
2022
Q3 		$16K Sell
106
-1
-0.9% -$182 ﹤0.01% 364
2022
Q2 		$19K Hold
107
– – ﹤0.01% 344
2022
Q1 		$32K Sell
107
-39
-27% -$12.7K 0.01% 283
2021
Q4 		$47K Buy
146
+19
+15% +$5.92K 0.01% 263
2021
Q3 		$35K Hold
127
– – 0.01% 265
2021
Q2 		$31K Buy
127
+12
+10% +$2.91K 0.01% 272
2021
Q1 		$26K Hold
115
– – 0.01% 276
2020
Q4 		$16K Hold
115
– – ﹤0.01% 324
2020
Q3 		$10K Hold
115
– – ﹤0.01% 407
2020
Q2 		$12K Buy
115
+20
+21% +$1.97K ﹤0.01% 349
2020
Q1 		$8K Hold
95
– – ﹤0.01% 335
2019
Q4 		$13K Hold
95
– – ﹤0.01% 313
2019
Q3 		$11K Hold
95
– – ﹤0.01% 334
2019
Q2 		$11K Hold
95
– – ﹤0.01% 345
2019
Q1 		$12K Hold
95
– – ﹤0.01% 319
2018
Q4 		$10K Buy
95
+5
+6% +$563 ﹤0.01% 291
2018
Q3 		$10K Hold
90
– – ﹤0.01% 337
2018
Q2 		$12K Hold
90
– – ﹤0.01% 451
2018
Q1 		$13K Hold
90
– – ﹤0.01% 429
2017
Q4 		$12K Hold
90
– – ﹤0.01% 305
2017
Q3 		$12K Buy
90
+30
+50% +$3.94K ﹤0.01% 314
2017
Q2 		$9K Buy
60
+15
+33% +$2.13K ﹤0.01% 351
2017
Q1 		$7K Hold
45
– – ﹤0.01% 332
2016
Q4 		$7K Buy
+45
New +$6.14K ﹤0.01% 350

Other funds holding SBNY

FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $18.3B AUM 23.23% 1-Year Est. Return

Lee Financial's SBNY Position: Q1 2023 in Review

Lee Financial sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 95 shares — an estimated $10.9K sold.

Lee Financial first reported a position in SBNY in Q4 2016 and held it in 25 quarters. The position peaked at $47K in Q4 2021. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • Lee Financial reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 95 Signature Bank shares in Q1 2023, an estimated $10.9K.
  • Lee Financial first reported a position in Signature Bank in Q4 2016 and held it in 25 quarters.
  • Lee Financial's Signature Bank position peaked at $47K in Q4 2021.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.