Panagora Asset Management’s SB Financial Group SBFG Stock Holding History

Panagora Asset Management’s Portfolio SBFG Stock Details SBFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-271	Closed	-$5K	–	2278
2021 Q2	$5K	Hold	271	–	–	﹤0.01%	2498
2021 Q1	$5K	Hold	271	–	–	﹤0.01%	2591
2020 Q4	$5K	Buy	+271	New	+$4.4K	﹤0.01%	2472
2019 Q3	–	Sell	-968	Closed	-$15K	–	2612
2019 Q2	$15K	Sell	968 -52	-5%	-$874	﹤0.01%	2333
2019 Q1	$17K	Hold	1,020	–	–	﹤0.01%	2300
2018 Q4	$16K	Buy	1,020 +285	+39%	+$4.96K	﹤0.01%	2260
2018 Q3	$14K	Buy	+735	New	+$14.1K	﹤0.01%	2271
2018 Q1	–	Sell	-864	Closed	-$15K	–	2387
2017 Q4	$15K	Sell	864 -2,585	-75%	-$43K	﹤0.01%	2196
2017 Q3	$56K	Sell	3,449 -1,151	-25%	-$18.4K	﹤0.01%	2034
2017 Q2	$74K	Buy	4,600 +2,030	+79%	+$33.2K	﹤0.01%	1965
2017 Q1	$41K	Buy	+2,570	New	+$42.3K	﹤0.01%	2049

Other funds holding SBFG

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Panagora Asset Management's SBFG Position: Q3 2021 in Review

Panagora Asset Management sold out of SB Financial Group (SBFG) in Q3 2021, closing a stake of 271 shares — an estimated $5K sold.

Panagora Asset Management first reported a position in SBFG in Q1 2017 and held it in 11 quarters. The position peaked at $74K in Q2 2017. 39 funds tracked by Wall St. Rank hold SBFG as of Q3 2021.

Panagora Asset Management reported no remaining SB Financial Group position as of Q3 2021 after selling out during the quarter.
Panagora Asset Management sold 271 SB Financial Group shares in Q3 2021, an estimated $5K.
Panagora Asset Management first reported a position in SB Financial Group in Q1 2017 and held it in 11 quarters.
Panagora Asset Management's SB Financial Group position peaked at $74K in Q2 2017.
39 funds tracked by Wall St. Rank held SB Financial Group as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.