McLean Asset Management’s Signature Bank SBNY Stock Holding History

McLean Asset Management’s Portfolio SBNY Stock Details SBNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-823	Closed	-$242K	–	142
2022 Q1	$242K	Buy	823 +14	+2%	+$4.55K	0.18%	107
2021 Q4	$296K	Hold	809	–	–	0.11%	96
2021 Q3	$249K	Buy	+809	New	+$203K	0.1%	112
2021 Q2	–	Sell	-795	Closed	-$200K	–	117
2021 Q1	$200K	Buy	+795	New	+$157K	0.16%	104

Other funds holding SBNY

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

McLean Asset Management's SBNY Position: Q2 2022 in Review

McLean Asset Management sold out of Signature Bank (SBNY) in Q2 2022, closing a stake of 823 shares — an estimated $242K sold.

McLean Asset Management first reported a position in SBNY in Q1 2021 and held it in 4 quarters. The position peaked at $296K in Q4 2021. 546 funds tracked by Wall St. Rank hold SBNY as of Q2 2022.

McLean Asset Management reported no remaining Signature Bank position as of Q2 2022 after selling out during the quarter.
McLean Asset Management sold 823 Signature Bank shares in Q2 2022, an estimated $242K.
McLean Asset Management first reported a position in Signature Bank in Q1 2021 and held it in 4 quarters.
McLean Asset Management's Signature Bank position peaked at $296K in Q4 2021.
546 funds tracked by Wall St. Rank held Signature Bank as of Q2 2022.

Based on McLean Asset Management's 13F filing for Q2 2022, filed 7 Jul 2022.