LS Investment Advisors’s ServisFirst Bancshares SFBS Stock Holding History

LS Investment Advisors’s Portfolio SFBS Stock Details SFBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,517	Closed	-$216K	–	634
2021 Q1	$216K	Buy	+3,517	New	+$175K	0.01%	732
2020 Q3	–	Sell	-2,737	Closed	-$98K	–	1338
2020 Q2	$98K	Hold	2,737	–	–	0.01%	990
2020 Q1	$80K	Hold	2,737	–	–	0.01%	971
2019 Q4	$103K	Buy	2,737 +1,367	+100%	+$48.9K	0.01%	1108
2019 Q3	$45K	Hold	1,370	–	–	﹤0.01%	1333
2019 Q2	$47K	Hold	1,370	–	–	﹤0.01%	1329
2019 Q1	$46K	Hold	1,370	–	–	﹤0.01%	1325
2018 Q4	$44K	Sell	1,370 -1,135	-45%	-$40.8K	﹤0.01%	1304
2018 Q3	$98K	Sell	2,505 -368	-13%	-$15.6K	0.01%	1136
2018 Q2	$120K	Hold	2,873	–	–	0.01%	1091
2018 Q1	$117K	Hold	2,873	–	–	0.01%	1076
2017 Q4	$119K	Sell	2,873 -1,554	-35%	-$63.1K	0.01%	1103
2017 Q3	$172K	Buy	4,427 +727	+20%	+$25.9K	0.01%	990
2017 Q2	$136K	Hold	3,700	–	–	0.01%	1034
2017 Q1	$135K	Buy	3,700 +2,030	+122%	+$79.6K	0.01%	1016
2016 Q4	$63K	Buy	1,670 +88	+6%	+$2.79K	﹤0.01%	1185
2016 Q3	$41K	Buy	1,582 +72	+5%	+$1.84K	﹤0.01%	1300
2016 Q2	$37K	Buy	+1,510	New	+$37.1K	﹤0.01%	1316

Other funds holding SFBS

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

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

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LS Investment Advisors's SFBS Position: Q2 2021 in Review

LS Investment Advisors sold out of ServisFirst Bancshares (SFBS) in Q2 2021, closing a stake of 3,517 shares — an estimated $216K sold.

LS Investment Advisors first reported a position in SFBS in Q2 2016 and held it in 18 quarters. The position peaked at $216K in Q1 2021. 202 funds tracked by Wall St. Rank hold SFBS as of Q2 2021.

LS Investment Advisors reported no remaining ServisFirst Bancshares position as of Q2 2021 after selling out during the quarter.
LS Investment Advisors sold 3,517 ServisFirst Bancshares shares in Q2 2021, an estimated $216K.
LS Investment Advisors first reported a position in ServisFirst Bancshares in Q2 2016 and held it in 18 quarters.
LS Investment Advisors's ServisFirst Bancshares position peaked at $216K in Q1 2021.
202 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.