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Meeder Asset Management’s SB Financial Group SBFG Stock Holding History

Meeder Asset Management’s Portfolio SBFG Stock Details SBFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-334
Closed -$6K – 2120
2021
Q3 		$6K Sell
334
-262
-44% -$4.55K ﹤0.01% 1873
2021
Q2 		$11K Hold
596
– – ﹤0.01% 1665
2021
Q1 		$10K Buy
+596
New +$10.5K ﹤0.01% 1608

Other funds holding SBFG

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Meeder Asset Management's SBFG Position: Q4 2021 in Review

Meeder Asset Management sold out of SB Financial Group (SBFG) in Q4 2021, closing a stake of 334 shares — an estimated $6K sold.

Meeder Asset Management first reported a position in SBFG in Q1 2021 and held it in 3 quarters. The position peaked at $11K in Q2 2021. 38 funds tracked by Wall St. Rank hold SBFG as of Q4 2021.

  • Meeder Asset Management reported no remaining SB Financial Group position as of Q4 2021 after selling out during the quarter.
  • Meeder Asset Management sold 334 SB Financial Group shares in Q4 2021, an estimated $6K.
  • Meeder Asset Management first reported a position in SB Financial Group in Q1 2021 and held it in 3 quarters.
  • Meeder Asset Management's SB Financial Group position peaked at $11K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held SB Financial Group as of Q4 2021.

Based on Meeder Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.