Legg Mason Asset Management’s Southside Bancshares SBSI Stock Holding History

Legg Mason Asset Management’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 Q2	$35K	Buy	1,257 +642	+104%	+$18.2K	0.04%	132
2020 Q1	$19K	Buy	615 +69	+13%	+$2.33K	0.03%	138
2019 Q4	$21K	Hold	546	–	–	0.02%	137
2019 Q3	$19K	Buy	546 +30	+6%	+$997	0.02%	134
2019 Q2	$17K	Sell	516 -284	-36%	-$9.62K	0.02%	132
2019 Q1	$27K	Sell	800 -100	-11%	-$3.39K	0.03%	124
2018 Q4	$29K	Hold	900	–	–	0.04%	125
2018 Q3	$32K	Sell	900 -600	-40%	-$21.2K	0.03%	127
2018 Q2	$51K	Buy	+1,500	New	+$51.6K	0.04%	126

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

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

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

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

Legg Mason Asset Management's SBSI Position: Q2 2020 in Review

Legg Mason Asset Management increased its Southside Bancshares (SBSI) stake by 104% in Q2 2020, buying an estimated $18.2K and bringing the position to 1,257 shares worth $35K. The position accounts for 0.04% of the portfolio, ranked #132.

Legg Mason Asset Management first reported a position in SBSI in Q2 2018 and has held it in 9 quarters since. The position peaked at $51K in Q2 2018. 127 funds tracked by Wall St. Rank hold SBSI as of Q2 2020.

Legg Mason Asset Management held 1,257 shares of Southside Bancshares worth $35K as of Q2 2020.
Legg Mason Asset Management bought 642 Southside Bancshares shares in Q2 2020, an estimated $18.2K.
Southside Bancshares made up 0.04% of Legg Mason Asset Management's portfolio in Q2 2020, its #132 holding.
Legg Mason Asset Management first reported a position in Southside Bancshares in Q2 2018 and has held it in 9 quarters since.
Legg Mason Asset Management's Southside Bancshares position peaked at $51K in Q2 2018.
127 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2020.

Based on Legg Mason Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.