OQS
SBSI icon

Occudo Quantitative Strategies’s Southside Bancshares SBSI Stock Holding History

Occudo Quantitative Strategies’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,020
Closed -$368K – 916
2024
Q3 		$368K Sell
11,020
-1,908
-15% -$61.2K 0.07% 372
2024
Q2 		$357K Buy
+12,928
New +$351K 0.06% 402
2024
Q1 		– Sell
-6,554
Closed -$205K – 999
2023
Q4 		$205K Buy
+6,554
New +$191K 0.03% 644
2023
Q2 		– Sell
-15,205
Closed -$505K – 1255
2023
Q1 		$505K Buy
+15,205
New +$555K 0.05% 517

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Occudo Quantitative Strategies's SBSI Position: Q4 2024 in Review

Occudo Quantitative Strategies sold out of Southside Bancshares (SBSI) in Q4 2024, closing a stake of 11,020 shares — an estimated $368K sold.

Occudo Quantitative Strategies first reported a position in SBSI in Q1 2023 and held it in 4 quarters. The position peaked at $505K in Q1 2023. 157 funds tracked by Wall St. Rank hold SBSI as of Q4 2024.

  • Occudo Quantitative Strategies reported no remaining Southside Bancshares position as of Q4 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 11,020 Southside Bancshares shares in Q4 2024, an estimated $368K.
  • Occudo Quantitative Strategies first reported a position in Southside Bancshares in Q1 2023 and held it in 4 quarters.
  • Occudo Quantitative Strategies's Southside Bancshares position peaked at $505K in Q1 2023.
  • 157 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.