Oberweis Asset Management’s Simmons First National SFNC Stock Holding History

Oberweis Asset Management’s Portfolio SFNC Stock Details SFNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-32,430	Closed	-$597K	–	171
2020 Q1	$597K	Sell	32,430 -2,300	-7%	-$52.3K	0.33%	68
2019 Q4	$930K	Buy	34,730 +4,300	+14%	+$109K	0.31%	82
2019 Q3	$758K	Buy	30,430 +900	+3%	+$22K	0.17%	102
2019 Q2	$687K	Sell	29,530 -9,700	-25%	-$236K	0.12%	107
2019 Q1	$960K	Sell	39,230 -1,100	-3%	-$28.2K	0.19%	81
2018 Q4	$973K	Buy	40,330 +700	+2%	+$18.8K	0.22%	75
2018 Q3	$1.17M	Buy	39,630 +500	+1%	+$15.4K	0.23%	80
2018 Q2	$1.17M	Sell	39,130 -1,890	-5%	-$57.7K	0.29%	81
2018 Q1	$1.17M	Buy	41,020 +6,000	+17%	+$176K	0.31%	76
2017 Q4	$1M	Buy	+35,020	New	+$1.01M	0.23%	100

Other funds holding SFNC

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

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Oberweis Asset Management's SFNC Position: Q2 2020 in Review

Oberweis Asset Management sold out of Simmons First National (SFNC) in Q2 2020, closing a stake of 32,430 shares — an estimated $597K sold.

Oberweis Asset Management first reported a position in SFNC in Q4 2017 and held it in 10 quarters. The position peaked at $1.17M in Q2 2018. 200 funds tracked by Wall St. Rank hold SFNC as of Q2 2020.

Oberweis Asset Management reported no remaining Simmons First National position as of Q2 2020 after selling out during the quarter.
Oberweis Asset Management sold 32,430 Simmons First National shares in Q2 2020, an estimated $597K.
Oberweis Asset Management first reported a position in Simmons First National in Q4 2017 and held it in 10 quarters.
Oberweis Asset Management's Simmons First National position peaked at $1.17M in Q2 2018.
200 funds tracked by Wall St. Rank held Simmons First National as of Q2 2020.

Based on Oberweis Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.