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Orion Portfolio Solutions’s Southern Missouri Bancorp SMBC Stock Holding History

Orion Portfolio Solutions’s Portfolio SMBC Stock Details SMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-344
Closed -$8K – 1786
2020
Q2 		$8K Hold
344
– – ﹤0.01% 1300
2020
Q1 		$8K Buy
+344
New +$11.6K ﹤0.01% 1166

Other funds holding SMBC

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Orion Portfolio Solutions's SMBC Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Southern Missouri Bancorp (SMBC) in Q3 2020, closing a stake of 344 shares — an estimated $8K sold.

Orion Portfolio Solutions first reported a position in SMBC in Q1 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 59 funds tracked by Wall St. Rank hold SMBC as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Southern Missouri Bancorp position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 344 Southern Missouri Bancorp shares in Q3 2020, an estimated $8K.
  • Orion Portfolio Solutions first reported a position in Southern Missouri Bancorp in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Southern Missouri Bancorp position peaked at $8K in Q2 2020.
  • 59 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.