Meridian Management’s Simmons First National SFNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-126,920
| Closed | -$2.15M | – | 103 |
|
|
2023
Q3 | $2.15M | Buy |
126,920
+11,719
| +10% | +$211K | 0.7% | 32 |
|
|
2023
Q2 | $1.99M | Buy |
115,201
+9,385
| +9% | +$158K | 0.62% | 36 |
|
|
2023
Q1 | $1.85M | Buy |
105,816
+20,358
| +24% | +$432K | 0.61% | 34 |
|
|
2022
Q4 | $1.84M | Buy |
85,458
+10,209
| +14% | +$232K | 0.67% | 38 |
|
|
2022
Q3 | $1.64M | Buy |
75,249
+19,822
| +36% | +$458K | 0.65% | 34 |
|
|
2022
Q2 | $1.18M | Buy |
55,427
+3,530
| +7% | +$85.7K | 0.46% | 40 |
|
|
2022
Q1 | $1.36M | Buy |
51,897
+4,169
| +9% | +$120K | 0.43% | 40 |
|
|
2021
Q4 | $1.41M | Buy |
47,728
+14,984
| +46% | +$455K | 0.41% | 42 |
|
|
2021
Q3 | $968K | Buy |
32,744
+3,885
| +13% | +$110K | 0.3% | 48 |
|
|
2021
Q2 | $847K | Sell |
28,859
-450
| -2% | -$13.4K | 0.25% | 51 |
|
|
2021
Q1 | $870K | Buy |
29,309
+4,725
| +19% | +$133K | 0.27% | 50 |
|
|
2020
Q4 | $531K | Buy |
24,584
+7,795
| +46% | +$149K | 0.17% | 55 |
|
|
2020
Q3 | $266K | Buy |
16,789
+1,244
| +8% | +$20.8K | 0.1% | 67 |
|
|
2020
Q2 | $266K | Buy |
15,545
+1,970
| +15% | +$33.8K | 0.11% | 66 |
|
|
2020
Q1 | $250K | Buy |
13,575
+2,130
| +19% | +$48.4K | 0.12% | 62 |
|
|
2019
Q4 | $307K | Buy |
11,445
+1,755
| +18% | +$44.3K | 0.12% | 64 |
|
|
2019
Q3 | $241K | Hold |
9,690
| – | – | 0.11% | 63 |
|
|
2019
Q2 | $225K | Buy |
9,690
+513
| +6% | +$12.5K | 0.1% | 68 |
|
|
2019
Q1 | $225K | Buy |
9,177
+170
| +2% | +$4.36K | 0.11% | 68 |
|
|
2018
Q4 | $217K | Buy |
9,007
+100
| +1% | +$2.69K | 0.11% | 69 |
|
|
2018
Q3 | $262K | Hold |
8,907
| – | – | 0.11% | 72 |
|
|
2018
Q2 | $266K | Sell |
8,907
-25
| -0.3% | -$763 | 0.12% | 72 |
|
|
2018
Q1 | $254K | Sell |
8,932
-1,354
| -13% | -$39.6K | 0.12% | 69 |
|
|
2017
Q4 | $294K | Sell |
10,286
-936
| -8% | -$26.9K | 0.14% | 66 |
|
|
2017
Q3 | $325K | Hold |
11,222
| – | – | 0.16% | 61 |
|
|
2017
Q2 | $297K | Hold |
11,222
| – | – | 0.16% | 60 |
|
|
2017
Q1 | $309K | Hold |
11,222
| – | – | 0.18% | 56 |
|
|
2016
Q4 | $349K | Buy |
11,222
+1,006
| +10% | +$28.3K | 0.21% | 56 |
|
|
2016
Q3 | $255K | Hold |
10,216
| – | – | 0.15% | 58 |
|
|
2016
Q2 | $236K | Hold |
10,216
| – | – | 0.14% | 58 |
|
|
2016
Q1 | $230K | Buy |
10,216
+200
| +2% | +$4.42K | 0.14% | 62 |
|
|
2015
Q4 | $257K | Hold |
10,016
| – | – | 0.16% | 59 |
|
|
2015
Q3 | $240K | Buy |
+10,016
| New | +$229K | 0.16% | 60 |
|
Other funds holding SFNC
SB
Meridian Management's SFNC Position: Q4 2023 in Review
Meridian Management sold out of Simmons First National (SFNC) in Q4 2023, closing a stake of 126,920 shares — an estimated $2.15M sold.
Meridian Management first reported a position in SFNC in Q3 2015 and held it in 33 quarters. The position peaked at $2.15M in Q3 2023. 227 funds tracked by Wall St. Rank hold SFNC as of Q4 2023.
- Meridian Management reported no remaining Simmons First National position as of Q4 2023 after selling out during the quarter.
- Meridian Management sold 126,920 Simmons First National shares in Q4 2023, an estimated $2.15M.
- Meridian Management first reported a position in Simmons First National in Q3 2015 and held it in 33 quarters.
- Meridian Management's Simmons First National position peaked at $2.15M in Q3 2023.
- 227 funds tracked by Wall St. Rank held Simmons First National as of Q4 2023.
Based on Meridian Management's 13F filing for Q4 2023, filed 12 Feb 2024.