Monarch Partners Asset Management’s Southern First Bancshares SFST Stock Holding History

Monarch Partners Asset Management’s Portfolio SFST Stock Details SFST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$2.5M	Buy	54,713 +20,117	+58%	+$913K	0.74%	51
2022 Q3	$1.44M	Hold	34,596	–	–	0.43%	114
2022 Q2	$1.51M	Sell	34,596 -20,215	-37%	-$919K	0.42%	114
2022 Q1	$2.79M	Sell	54,811 -21,405	-28%	-$1.23M	0.62%	69
2021 Q4	$4.76M	Buy	76,216 +6,473	+9%	+$381K	0.97%	27
2021 Q3	$3.73M	Buy	69,743 +6,775	+11%	+$342K	0.54%	74
2021 Q2	$3.22M	Buy	62,968 +11,406	+22%	+$590K	0.46%	80
2021 Q1	$2.42M	Sell	51,562 -755	-1%	-$32.9K	0.36%	85
2020 Q4	$1.85M	Buy	+52,317	New	+$1.61M	0.32%	91

Other funds holding SFST

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Monarch Partners Asset Management's SFST Position: Q4 2022 in Review

Monarch Partners Asset Management increased its Southern First Bancshares (SFST) stake by 58% in Q4 2022, buying an estimated $913K and bringing the position to 54,713 shares worth $2.5M. The position accounts for 0.74% of the portfolio, ranked #51.

Monarch Partners Asset Management first reported a position in SFST in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.76M in Q4 2021. 100 funds tracked by Wall St. Rank hold SFST as of Q4 2022.

Monarch Partners Asset Management held 54,713 shares of Southern First Bancshares worth $2.5M as of Q4 2022.
Monarch Partners Asset Management bought 20,117 Southern First Bancshares shares in Q4 2022, an estimated $913K.
Southern First Bancshares made up 0.74% of Monarch Partners Asset Management's portfolio in Q4 2022, its #51 holding.
Monarch Partners Asset Management first reported a position in Southern First Bancshares in Q4 2020 and has held it in 9 quarters since.
Monarch Partners Asset Management's Southern First Bancshares position peaked at $4.76M in Q4 2021.
100 funds tracked by Wall St. Rank held Southern First Bancshares as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.