North Star Investment Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

North Star Investment Management’s Portfolio SBCF Stock Details SBCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-25,000	Closed	-$635K	–	1226
2024 Q1	$635K	Hold	25,000	–	–	0.05%	303
2023 Q4	$712K	Sell	25,000 -10,556	-30%	-$248K	0.05%	283
2023 Q3	$781K	Hold	35,556	–	–	0.07%	256
2023 Q2	$786K	Buy	35,556 +9,704	+38%	+$211K	0.06%	270
2023 Q1	$613K	Sell	25,852 -4,562	-15%	-$136K	0.05%	317
2022 Q4	$949K	Buy	+30,414	New	+$967K	0.08%	232

Other funds holding SBCF

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

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

North Star Investment Management's SBCF Position: Q2 2024 in Review

North Star Investment Management sold out of Seacoast Banking Corp of Florida (SBCF) in Q2 2024, closing a stake of 25,000 shares — an estimated $635K sold.

North Star Investment Management first reported a position in SBCF in Q4 2022 and held it in 6 quarters. The position peaked at $949K in Q4 2022. 229 funds tracked by Wall St. Rank hold SBCF as of Q2 2024.

North Star Investment Management reported no remaining Seacoast Banking Corp of Florida position as of Q2 2024 after selling out during the quarter.
North Star Investment Management sold 25,000 Seacoast Banking Corp of Florida shares in Q2 2024, an estimated $635K.
North Star Investment Management first reported a position in Seacoast Banking Corp of Florida in Q4 2022 and held it in 6 quarters.
North Star Investment Management's Seacoast Banking Corp of Florida position peaked at $949K in Q4 2022.
229 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2024.

Based on North Star Investment Management's 13F filing for Q2 2024, filed 6 Aug 2024.