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Mesirow Institutional Investment Management’s Southside Bancshares SBSI Stock Holding History

Mesirow Institutional Investment Management’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-245,389
Closed -$7.69M – 133
2023
Q4 		$7.69M Sell
245,389
-539
-0.2% -$15.7K 0.72% 75
2023
Q3 		$7.06M Sell
245,928
-11,425
-4% -$340K 0.72% 77
2023
Q2 		$6.73M Buy
257,353
+55,584
+28% +$1.62M 0.69% 79
2023
Q1 		$6.7M Buy
201,769
+7,430
+4% +$271K 0.73% 72
2022
Q4 		$6.99M Buy
194,339
+14,490
+8% +$514K 0.92% 67
2022
Q3 		$6.36M Buy
+179,849
New +$6.9M 0.92% 60

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mesirow Institutional Investment Management's SBSI Position: Q1 2024 in Review

Mesirow Institutional Investment Management sold out of Southside Bancshares (SBSI) in Q1 2024, closing a stake of 245,389 shares — an estimated $7.69M sold.

Mesirow Institutional Investment Management first reported a position in SBSI in Q3 2022 and held it in 6 quarters. The position peaked at $7.69M in Q4 2023. 160 funds tracked by Wall St. Rank hold SBSI as of Q1 2024.

  • Mesirow Institutional Investment Management reported no remaining Southside Bancshares position as of Q1 2024 after selling out during the quarter.
  • Mesirow Institutional Investment Management sold 245,389 Southside Bancshares shares in Q1 2024, an estimated $7.69M.
  • Mesirow Institutional Investment Management first reported a position in Southside Bancshares in Q3 2022 and held it in 6 quarters.
  • Mesirow Institutional Investment Management's Southside Bancshares position peaked at $7.69M in Q4 2023.
  • 160 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q1 2024, filed 6 May 2024.