Oppenheimer & Co’s ServisFirst Bancshares SFBS Stock Holding History

Oppenheimer & Co’s Portfolio SFBS Stock Details SFBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-8,900	Closed	-$303K	–	1397
2020 Q3	$303K	Sell	8,900 -1,600	-15%	-$57.4K	0.01%	974
2020 Q2	$375K	Buy	10,500 +1,500	+17%	+$49.5K	0.01%	890
2020 Q1	$264K	Buy	+9,000	New	+$315K	0.01%	942
2019 Q4	–	Sell	-6,500	Closed	-$215K	–	1312
2019 Q3	$215K	Hold	6,500	–	–	0.01%	1108
2019 Q2	$223K	Buy	+6,500	New	+$217K	0.01%	1138

Other funds holding SFBS

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

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

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

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

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

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

Oppenheimer & Co's SFBS Position: Q4 2020 in Review

Oppenheimer & Co sold out of ServisFirst Bancshares (SFBS) in Q4 2020, closing a stake of 8,900 shares — an estimated $303K sold.

Oppenheimer & Co first reported a position in SFBS in Q2 2019 and held it in 5 quarters. The position peaked at $375K in Q2 2020. 178 funds tracked by Wall St. Rank hold SFBS as of Q4 2020.

Oppenheimer & Co reported no remaining ServisFirst Bancshares position as of Q4 2020 after selling out during the quarter.
Oppenheimer & Co sold 8,900 ServisFirst Bancshares shares in Q4 2020, an estimated $303K.
Oppenheimer & Co first reported a position in ServisFirst Bancshares in Q2 2019 and held it in 5 quarters.
Oppenheimer & Co's ServisFirst Bancshares position peaked at $375K in Q2 2020.
178 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2020.

Based on Oppenheimer & Co's 13F filing for Q4 2020, filed 11 Feb 2021.