Macquarie Group
SFBS

Macquarie Group’s ServisFirst Bancshares SFBS Stock Holding History

Macquarie Group’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
2022
Q4 		– Sell
-960
Closed -$79K – 2074
2022
Q3 		$79K Sell
960
-1,018
-51% -$42.9K ﹤0.01% 1831
2022
Q2 		$78K Hold
1,978
– – ﹤0.01% 1937
2022
Q1 		$94K Hold
1,978
– – ﹤0.01% 1972
2021
Q4 		$84K Hold
1,978
– – ﹤0.01% 1989
2021
Q3 		$77K Hold
1,978
– – ﹤0.01% 2068
2021
Q2 		$67K Sell
1,978
-480
-20% -$15.9K ﹤0.01% 2100
2021
Q1 		$75K Sell
2,458
-3,318
-57% -$82.4K ﹤0.01% 1982
2020
Q4 		$117K Buy
5,776
+2,608
+82% +$50.5K ﹤0.01% 1832
2020
Q3 		$54K Hold
3,168
– – ﹤0.01% 1937
2020
Q2 		$57K Buy
3,168
+960
+43% +$15.8K ﹤0.01% 1902
2020
Q1 		$32K Buy
+2,208
New +$38.7K ﹤0.01% 1874
2019
Q2 		– Sell
-101,152
Closed -$1.71M – 1875
2019
Q1 		$1.71M Buy
101,152
+10,382
+11% +$177K ﹤0.01% 1039
2018
Q4 		$1.45M Buy
90,770
+2,360
+3% +$42.5K ﹤0.01% 1045
2018
Q3 		$1.73M Buy
88,410
+13,268
+18% +$280K ﹤0.01% 1046
2018
Q2 		$1.57M Sell
75,142
-6,426
-8% -$138K ﹤0.01% 1065
2018
Q1 		$1.67M Sell
81,568
-740
-0.9% -$15.5K ﹤0.01% 1041
2017
Q4 		$1.71M Buy
82,308
+1,302
+2% +$26.5K ﹤0.01% 1069
2017
Q3 		$1.57M Buy
81,006
+3,010
+4% +$53.5K ﹤0.01% 1056
2017
Q2 		$1.44M Buy
77,996
+592
+0.8% +$10.8K ﹤0.01% 1063
2017
Q1 		$1.41M Buy
77,404
+5,036
+7% +$98.8K ﹤0.01% 1075
2016
Q4 		$1.35M Sell
72,368
-40,708
-36% -$645K ﹤0.01% 1077
2016
Q3 		$1.47M Sell
113,076
-44
-0% -$562 ﹤0.01% 1043
2016
Q2 		$1.4M Buy
+113,120
New +$1.39M ﹤0.01% 1057

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group's SFBS Position: Q4 2022 in Review

Macquarie Group sold out of ServisFirst Bancshares (SFBS) in Q4 2022, closing a stake of 960 shares — an estimated $79K sold.

Macquarie Group first reported a position in SFBS in Q2 2016 and held it in 23 quarters. The position peaked at $1.73M in Q3 2018. 251 funds tracked by Wall St. Rank hold SFBS as of Q4 2022.

  • Macquarie Group reported no remaining ServisFirst Bancshares position as of Q4 2022 after selling out during the quarter.
  • Macquarie Group sold 960 ServisFirst Bancshares shares in Q4 2022, an estimated $79K.
  • Macquarie Group first reported a position in ServisFirst Bancshares in Q2 2016 and held it in 23 quarters.
  • Macquarie Group's ServisFirst Bancshares position peaked at $1.73M in Q3 2018.
  • 251 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2022.

Based on Macquarie Group's 13F filing for Q4 2022, filed 21 Feb 2023.