LS Investment Advisors’s Southside Bancshares SBSI Stock Holding History

LS Investment Advisors’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 Q3	–	Sell	-974	Closed	-$27K	–	1327
2020 Q2	$27K	Hold	974	–	–	﹤0.01%	1320
2020 Q1	$30K	Hold	974	–	–	﹤0.01%	1248
2019 Q4	$36K	Hold	974	–	–	﹤0.01%	1406
2019 Q3	$33K	Hold	974	–	–	﹤0.01%	1409
2019 Q2	$32K	Hold	974	–	–	﹤0.01%	1424
2019 Q1	$32K	Hold	974	–	–	﹤0.01%	1414
2018 Q4	$31K	Buy	974 +84	+9%	+$2.73K	﹤0.01%	1392
2018 Q3	$31K	Buy	890 +76	+9%	+$2.69K	﹤0.01%	1468
2018 Q2	$27K	Hold	814	–	–	﹤0.01%	1504
2018 Q1	$28K	Buy	814 +78	+11%	+$2.71K	﹤0.01%	1470
2017 Q4	$25K	Sell	736 -1,841	-71%	-$65.1K	﹤0.01%	1508
2017 Q3	$94K	Buy	2,577 +484	+23%	+$16.4K	0.01%	1173
2017 Q2	$73K	Sell	2,093 -2	-0.1%	-$67	﹤0.01%	1240
2017 Q1	$69K	Buy	2,095 +1,138	+119%	+$38.9K	﹤0.01%	1239
2016 Q4	$35K	Buy	957 +83	+9%	+$2.87K	﹤0.01%	1392
2016 Q3	$27K	Hold	874	–	–	﹤0.01%	1437
2016 Q2	$26K	Buy	874 +35	+4%	+$954	﹤0.01%	1435
2016 Q1	$20K	Hold	839	–	–	﹤0.01%	1479
2015 Q4	$19K	Hold	839	–	–	﹤0.01%	1499
2015 Q3	$21K	Hold	839	–	–	﹤0.01%	1463
2015 Q2	$23K	Buy	+839	New	+$21.6K	﹤0.01%	1476

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

LS Investment Advisors's SBSI Position: Q3 2020 in Review

LS Investment Advisors sold out of Southside Bancshares (SBSI) in Q3 2020, closing a stake of 974 shares — an estimated $27K sold.

LS Investment Advisors first reported a position in SBSI in Q2 2015 and held it in 21 quarters. The position peaked at $94K in Q3 2017. 116 funds tracked by Wall St. Rank hold SBSI as of Q3 2020.

LS Investment Advisors reported no remaining Southside Bancshares position as of Q3 2020 after selling out during the quarter.
LS Investment Advisors sold 974 Southside Bancshares shares in Q3 2020, an estimated $27K.
LS Investment Advisors first reported a position in Southside Bancshares in Q2 2015 and held it in 21 quarters.
LS Investment Advisors's Southside Bancshares position peaked at $94K in Q3 2017.
116 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.