Oak Ridge Investments’s Signature Bank SBNY Stock Holding History

Oak Ridge Investments’s Portfolio SBNY Stock Details SBNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,871	Closed	-$585K	–	162
2022 Q3	$585K	Hold	3,871	–	–	0.09%	139
2022 Q2	$694K	Hold	3,871	–	–	0.1%	134
2022 Q1	$1.14M	Sell	3,871 -9	-0.2%	-$2.92K	0.13%	125
2021 Q4	$1.25M	Sell	3,880 -226	-6%	-$70.4K	0.11%	129
2021 Q3	$1.12M	Buy	4,106 +2,021	+97%	+$507K	0.1%	136
2021 Q2	$512K	Buy	2,085 +26	+1%	+$6.31K	0.04%	165
2021 Q1	$466K	Buy	+2,059	New	+$406K	0.04%	165
2017 Q2	–	Sell	-12,746	Closed	-$1.89M	–	156
2017 Q1	$1.89M	Sell	12,746 -6,295	-33%	-$975K	0.06%	125
2016 Q4	$2.86M	Buy	19,041 +521	+3%	+$71.1K	0.09%	114
2016 Q3	$2.19M	Sell	18,520 -1,008	-5%	-$121K	0.06%	121
2016 Q2	$2.44M	Sell	19,528 -1,834	-9%	-$245K	0.06%	121
2016 Q1	$2.91M	Buy	+21,362	New	+$2.91M	0.07%	120

Other funds holding SBNY

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Oak Ridge Investments's SBNY Position: Q4 2022 in Review

Oak Ridge Investments sold out of Signature Bank (SBNY) in Q4 2022, closing a stake of 3,871 shares — an estimated $585K sold.

Oak Ridge Investments first reported a position in SBNY in Q1 2016 and held it in 12 quarters. The position peaked at $2.91M in Q1 2016. 485 funds tracked by Wall St. Rank hold SBNY as of Q4 2022.

Oak Ridge Investments reported no remaining Signature Bank position as of Q4 2022 after selling out during the quarter.
Oak Ridge Investments sold 3,871 Signature Bank shares in Q4 2022, an estimated $585K.
Oak Ridge Investments first reported a position in Signature Bank in Q1 2016 and held it in 12 quarters.
Oak Ridge Investments's Signature Bank position peaked at $2.91M in Q1 2016.
485 funds tracked by Wall St. Rank held Signature Bank as of Q4 2022.

Based on Oak Ridge Investments's 13F filing for Q4 2022, filed 24 Jan 2023.