Lee Financial’s Southside Bancshares SBSI Stock Holding History

Lee Financial’s Portfolio SBSI Stock Details SBSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-430	Closed	-$11K	–	536
2020 Q3	$11K	Hold	430	–	–	﹤0.01%	390
2020 Q2	$12K	Sell	430 -430	-50%	-$12.2K	﹤0.01%	343
2020 Q1	$26K	Hold	860	–	–	0.01%	210
2019 Q4	$32K	Hold	860	–	–	0.01%	222
2019 Q3	$29K	Hold	860	–	–	0.01%	223
2019 Q2	$28K	Hold	860	–	–	0.01%	235
2019 Q1	$29K	Hold	860	–	–	0.01%	223
2018 Q4	$27K	Hold	860	–	–	0.01%	209
2018 Q3	$30K	Hold	860	–	–	0.01%	221
2018 Q2	$29K	Hold	860	–	–	0.01%	306
2018 Q1	$30K	Hold	860	–	–	0.01%	305
2017 Q4	$29K	Hold	860	–	–	0.01%	222
2017 Q3	$31K	Hold	860	–	–	0.01%	210
2017 Q2	$30K	Hold	860	–	–	0.01%	221
2017 Q1	$28K	Hold	860	–	–	0.01%	198
2016 Q4	$32K	Buy	+860	New	+$29.7K	0.02%	198

Other funds holding SBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Lee Financial's SBSI Position: Q4 2020 in Review

Lee Financial sold out of Southside Bancshares (SBSI) in Q4 2020, closing a stake of 430 shares — an estimated $11K sold.

Lee Financial first reported a position in SBSI in Q4 2016 and held it in 16 quarters. The position peaked at $32K in Q4 2019. 124 funds tracked by Wall St. Rank hold SBSI as of Q4 2020.

Lee Financial reported no remaining Southside Bancshares position as of Q4 2020 after selling out during the quarter.
Lee Financial sold 430 Southside Bancshares shares in Q4 2020, an estimated $11K.
Lee Financial first reported a position in Southside Bancshares in Q4 2016 and held it in 16 quarters.
Lee Financial's Southside Bancshares position peaked at $32K in Q4 2019.
124 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2020.

Based on Lee Financial's 13F filing for Q4 2020, filed 12 Feb 2021.