Neo Ivy Capital Management’s Regions Financial RF Stock Holding History

Neo Ivy Capital Management’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,961	Closed	-$79K	–	513
2022 Q3	$79K	Buy	+3,961	New	+$83.6K	0.21%	173
2022 Q1	–	Sell	-5,618	Closed	-$122K	–	569
2021 Q4	$122K	Sell	5,618 -15,518	-73%	-$355K	0.18%	200
2021 Q3	$235K	Buy	+21,136	New	+$421K	0.27%	138
2021 Q2	–	Sell	-22,130	Closed	-$457K	–	582
2021 Q1	$457K	Buy	22,130 +9,416	+74%	+$184K	0.5%	56
2020 Q4	$205K	Buy	+12,714	New	+$184K	0.23%	157
2020 Q3	–	Sell	-21,136	Closed	-$235K	–	592
2020 Q2	$235K	Buy	+21,136	New	+$225K	0.27%	138

Other funds holding RF

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Neo Ivy Capital Management's RF Position: Q4 2022 in Review

Neo Ivy Capital Management sold out of Regions Financial (RF) in Q4 2022, closing a stake of 3,961 shares — an estimated $79K sold.

Neo Ivy Capital Management first reported a position in RF in Q2 2020 and held it in 6 quarters. The position peaked at $457K in Q1 2021. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

Neo Ivy Capital Management reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
Neo Ivy Capital Management sold 3,961 Regions Financial shares in Q4 2022, an estimated $79K.
Neo Ivy Capital Management first reported a position in Regions Financial in Q2 2020 and held it in 6 quarters.
Neo Ivy Capital Management's Regions Financial position peaked at $457K in Q1 2021.
881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on Neo Ivy Capital Management's 13F filing for Q4 2022, filed 27 Mar 2023.