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PDT Partners’s Southside Bancshares SBSI Stock Holding History

PDT Partners’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
2023
Q4 		– Sell
-7,558
Closed -$217K – 656
2023
Q3 		$217K Sell
7,558
-8,880
-54% -$264K 0.03% 516
2023
Q2 		$430K Buy
16,438
+9
+0.1% +$262 0.06% 398
2023
Q1 		$545K Buy
16,429
+4,266
+35% +$156K 0.07% 383
2022
Q4 		$438K Buy
12,163
+3,257
+37% +$116K 0.07% 414
2022
Q3 		$315K Buy
+8,906
New +$342K 0.05% 570
2015
Q3 		– Sell
-11,286
Closed -$307K – 1530
2015
Q2 		$307K Buy
+11,286
New +$291K 0.01% 1130
2014
Q3 		– Sell
-8,499
Closed -$218K – 1557
2014
Q2 		$218K Buy
+8,499
New +$210K 0.01% 1300

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PDT Partners's SBSI Position: Q4 2023 in Review

PDT Partners sold out of Southside Bancshares (SBSI) in Q4 2023, closing a stake of 7,558 shares — an estimated $217K sold.

PDT Partners first reported a position in SBSI in Q2 2014 and held it in 7 quarters. The position peaked at $545K in Q1 2023. 150 funds tracked by Wall St. Rank hold SBSI as of Q4 2023.

  • PDT Partners reported no remaining Southside Bancshares position as of Q4 2023 after selling out during the quarter.
  • PDT Partners sold 7,558 Southside Bancshares shares in Q4 2023, an estimated $217K.
  • PDT Partners first reported a position in Southside Bancshares in Q2 2014 and held it in 7 quarters.
  • PDT Partners's Southside Bancshares position peaked at $545K in Q1 2023.
  • 150 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2023.

Based on PDT Partners's 13F filing for Q4 2023, filed 14 Feb 2024.