Palisades Hudson Asset Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Palisades Hudson Asset Management’s Portfolio SBCF Stock Details SBCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,714	Closed	-$254K	–	100
2023 Q1	$254K	Buy	10,714 +58	+0.5%	+$1.73K	0.14%	83
2022 Q4	$332K	Buy	10,656 +59	+0.6%	+$1.88K	0.18%	71
2022 Q3	$320K	Buy	10,597 +55	+0.5%	+$1.83K	0.19%	66
2022 Q2	$348K	Buy	10,542 +39	+0.4%	+$1.3K	0.2%	63
2022 Q1	$368K	Buy	10,503 +38	+0.4%	+$1.38K	0.17%	70
2021 Q4	$370K	Buy	10,465 +39	+0.4%	+$1.4K	0.16%	72
2021 Q3	$352K	Buy	10,426 +40	+0.4%	+$1.27K	0.16%	74
2021 Q2	$355K	Hold	10,386	–	–	0.16%	70
2021 Q1	$376K	Hold	10,386	–	–	0.18%	66
2020 Q4	$306K	Hold	10,386	–	–	0.16%	75
2020 Q3	$187K	Hold	10,386	–	–	0.12%	92
2020 Q2	$212K	Hold	10,386	–	–	0.14%	88
2020 Q1	$190K	Hold	10,386	–	–	0.16%	83
2019 Q4	$318K	Hold	10,386	–	–	0.2%	71
2019 Q3	$263K	Hold	10,386	–	–	0.18%	78
2019 Q2	$264K	Hold	10,386	–	–	0.18%	78
2019 Q1	$274K	Hold	10,386	–	–	0.18%	73
2018 Q4	$270K	Hold	10,386	–	–	0.16%	86
2018 Q3	$303K	Hold	10,386	–	–	0.16%	89
2018 Q2	$328K	Hold	10,386	–	–	0.18%	78
2018 Q1	$275K	Hold	10,386	–	–	0.15%	91
2017 Q4	$262K	Hold	10,386	–	–	0.14%	93
2017 Q3	$248K	Hold	10,386	–	–	0.14%	93
2017 Q2	$250K	Buy	+10,386	New	+$247K	0.15%	96

Other funds holding SBCF

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

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

Palisades Hudson Asset Management's SBCF Position: Q2 2023 in Review

Palisades Hudson Asset Management sold out of Seacoast Banking Corp of Florida (SBCF) in Q2 2023, closing a stake of 10,714 shares — an estimated $254K sold.

Palisades Hudson Asset Management first reported a position in SBCF in Q2 2017 and held it in 24 quarters. The position peaked at $376K in Q1 2021. 218 funds tracked by Wall St. Rank hold SBCF as of Q2 2023.

Palisades Hudson Asset Management reported no remaining Seacoast Banking Corp of Florida position as of Q2 2023 after selling out during the quarter.
Palisades Hudson Asset Management sold 10,714 Seacoast Banking Corp of Florida shares in Q2 2023, an estimated $254K.
Palisades Hudson Asset Management first reported a position in Seacoast Banking Corp of Florida in Q2 2017 and held it in 24 quarters.
Palisades Hudson Asset Management's Seacoast Banking Corp of Florida position peaked at $376K in Q1 2021.
218 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2023.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.