MPM
SBNY

Meritage Portfolio Management’s Signature Bank SBNY Stock Holding History

Meritage Portfolio 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
2021
Q2 		– Sell
-13,990
Closed -$3.16M – 328
2021
Q1 		$3.16M Sell
13,990
-10,130
-42% -$2M 0.21% 139
2020
Q4 		$3.26M Buy
+24,120
New +$2.52M 0.24% 115

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Meritage Portfolio Management's SBNY Position: Q2 2021 in Review

Meritage Portfolio Management sold out of Signature Bank (SBNY) in Q2 2021, closing a stake of 13,990 shares — an estimated $3.16M sold.

Meritage Portfolio Management first reported a position in SBNY in Q4 2020 and held it in 2 quarters. The position peaked at $3.26M in Q4 2020. 433 funds tracked by Wall St. Rank hold SBNY as of Q2 2021.

  • Meritage Portfolio Management reported no remaining Signature Bank position as of Q2 2021 after selling out during the quarter.
  • Meritage Portfolio Management sold 13,990 Signature Bank shares in Q2 2021, an estimated $3.16M.
  • Meritage Portfolio Management first reported a position in Signature Bank in Q4 2020 and held it in 2 quarters.
  • Meritage Portfolio Management's Signature Bank position peaked at $3.26M in Q4 2020.
  • 433 funds tracked by Wall St. Rank held Signature Bank as of Q2 2021.

Based on Meritage Portfolio Management's 13F filing for Q2 2021, filed 26 Jul 2021.