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Naples Money Management’s Shore Bancshares SHBI Stock Holding History

Naples Money Management’s Portfolio SHBI Stock Details SHBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$4.88K Hold
349
– – ﹤0.01% 232
2024
Q2 		$3.97K Hold
349
– – ﹤0.01% 251
2024
Q1 		$4.01K Hold
349
– – ﹤0.01% 253
2023
Q4 		$4.97K Buy
+349
New +$4.12K ﹤0.01% 260

Other funds holding SHBI

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BlackRock New York $6.73T AUM 46.02% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Naples Money Management's SHBI Position: Q3 2024 in Review

Naples Money Management held its Shore Bancshares (SHBI) position steady in Q3 2024 at 349 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Naples Money Management first reported a position in SHBI in Q4 2023 and has held it in 4 quarters since. The position peaked at $4.97K in Q4 2023. 114 funds tracked by Wall St. Rank hold SHBI as of Q3 2024.

  • Naples Money Management held 349 shares of Shore Bancshares worth $4.88K as of Q3 2024.
  • Naples Money Management left its Shore Bancshares share count unchanged in Q3 2024.
  • Shore Bancshares made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #232 holding.
  • Naples Money Management first reported a position in Shore Bancshares in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Shore Bancshares position peaked at $4.97K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.