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Migdal Insurance & Financial Holdings’s Southside Bancshares SBSI Stock Holding History

Migdal Insurance & Financial Holdings’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
2019
Q1 		– Sell
-1,256
Closed -$40K – 745
2018
Q4 		$40K Sell
1,256
-655
-34% -$21.3K ﹤0.01% 548
2018
Q3 		$67K Buy
1,911
+184
+11% +$6.51K ﹤0.01% 645
2018
Q2 		$58K Buy
1,727
+940
+119% +$32.3K ﹤0.01% 612
2018
Q1 		$27K Buy
+787
New +$27.4K ﹤0.01% 495

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SBSI Position: Q1 2019 in Review

Migdal Insurance & Financial Holdings sold out of Southside Bancshares (SBSI) in Q1 2019, closing a stake of 1,256 shares — an estimated $40K sold.

Migdal Insurance & Financial Holdings first reported a position in SBSI in Q1 2018 and held it in 4 quarters. The position peaked at $67K in Q3 2018. 120 funds tracked by Wall St. Rank hold SBSI as of Q1 2019.

  • Migdal Insurance & Financial Holdings reported no remaining Southside Bancshares position as of Q1 2019 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,256 Southside Bancshares shares in Q1 2019, an estimated $40K.
  • Migdal Insurance & Financial Holdings first reported a position in Southside Bancshares in Q1 2018 and held it in 4 quarters.
  • Migdal Insurance & Financial Holdings's Southside Bancshares position peaked at $67K in Q3 2018.
  • 120 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2019, filed 1 May 2019.