MIFH
SFBS

Migdal Insurance & Financial Holdings’s ServisFirst Bancshares SFBS Stock Holding History

Migdal Insurance & Financial Holdings’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
2019
Q4 		– Sell
-515
Closed -$17K – 787
2019
Q3 		$17K Sell
515
-245
-32% -$7.91K ﹤0.01% 685
2019
Q2 		$26K Sell
760
-286
-27% -$9.55K ﹤0.01% 655
2019
Q1 		$35K Buy
+1,046
New +$35.7K ﹤0.01% 605

Other funds holding SFBS

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SFBS Position: Q4 2019 in Review

Migdal Insurance & Financial Holdings sold out of ServisFirst Bancshares (SFBS) in Q4 2019, closing a stake of 515 shares — an estimated $17K sold.

Migdal Insurance & Financial Holdings first reported a position in SFBS in Q1 2019 and held it in 3 quarters. The position peaked at $35K in Q1 2019. 146 funds tracked by Wall St. Rank hold SFBS as of Q4 2019.

  • Migdal Insurance & Financial Holdings reported no remaining ServisFirst Bancshares position as of Q4 2019 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 515 ServisFirst Bancshares shares in Q4 2019, an estimated $17K.
  • Migdal Insurance & Financial Holdings first reported a position in ServisFirst Bancshares in Q1 2019 and held it in 3 quarters.
  • Migdal Insurance & Financial Holdings's ServisFirst Bancshares position peaked at $35K in Q1 2019.
  • 146 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2019, filed 13 Feb 2020.