Meeder Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Meeder Asset Management’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	-135	Closed	-$11K	–	1784
2022 Q3	$11K	Hold	135	–	–	﹤0.01%	1305
2022 Q2	$11K	Buy	135 +94	+229%	+$7.65K	﹤0.01%	1349
2022 Q1	$4K	Buy	+41	New	+$3.58K	﹤0.01%	1881
2021 Q4	–	Sell	-6	Closed	–	–	2139
2021 Q3	$0	Hold	6	–	–	﹤0.01%	2618
2021 Q2	$0	Buy	+6	New	+$397	﹤0.01%	2635
2020 Q4	–	Sell	-2,137	Closed	-$73K	–	2179
2020 Q3	$73K	Buy	+2,137	New	+$76.7K	﹤0.01%	867
2017 Q2	–	Sell	-45	Closed	-$2K	–	1842
2017 Q1	$2K	Buy	+45	New	+$1.77K	﹤0.01%	1401
2016 Q3	–	Sell	-600	Closed	-$15K	–	923
2016 Q2	$15K	Sell	600 -12,400	-95%	-$304K	﹤0.01%	804
2016 Q1	$289K	Hold	13,000	–	–	0.03%	520
2015 Q4	$309K	Sell	13,000 -10,854	-46%	-$245K	0.03%	455
2015 Q3	$495K	Buy	+23,854	New	+$466K	0.05%	373

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DAM

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

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

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

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

Meeder Asset Management's SFBS Position: Q4 2022 in Review

Meeder Asset Management sold out of ServisFirst Bancshares (SFBS) in Q4 2022, closing a stake of 135 shares — an estimated $11K sold.

Meeder Asset Management first reported a position in SFBS in Q3 2015 and held it in 11 quarters. The position peaked at $495K in Q3 2015. 252 funds tracked by Wall St. Rank hold SFBS as of Q4 2022.

Meeder Asset Management reported no remaining ServisFirst Bancshares position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 135 ServisFirst Bancshares shares in Q4 2022, an estimated $11K.
Meeder Asset Management first reported a position in ServisFirst Bancshares in Q3 2015 and held it in 11 quarters.
Meeder Asset Management's ServisFirst Bancshares position peaked at $495K in Q3 2015.
252 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.