Prelude Capital Management’s ServisFirst Bancshares SFBS Stock Holding History

Prelude Capital Management’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
2023 Q4	–	Sell	-8,762	Closed	-$229K	–	1309
2023 Q3	$229K	Buy	+8,762	New	+$232K	0.01%	828
2023 Q1	–	Sell	-7,732	Closed	-$266K	–	1438
2022 Q4	$266K	Buy	+7,732	New	+$289K	0.01%	841
2022 Q1	–	Sell	-8,408	Closed	-$357K	–	2175
2021 Q4	$357K	Buy	8,408 +1,614	+24%	+$65.8K	0.01%	1218
2021 Q3	$264K	Buy	+6,794	New	+$243K	0.01%	1206
2020 Q4	–	Sell	-260	Closed	-$4K	–	1898
2020 Q3	$4K	Buy	+260	New	+$4.67K	﹤0.01%	1595

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Prelude Capital Management's SFBS Position: Q4 2023 in Review

Prelude Capital Management sold out of ServisFirst Bancshares (SFBS) in Q4 2023, closing a stake of 8,762 shares — an estimated $229K sold.

Prelude Capital Management first reported a position in SFBS in Q3 2020 and held it in 5 quarters. The position peaked at $357K in Q4 2021. 251 funds tracked by Wall St. Rank hold SFBS as of Q4 2023.

Prelude Capital Management reported no remaining ServisFirst Bancshares position as of Q4 2023 after selling out during the quarter.
Prelude Capital Management sold 8,762 ServisFirst Bancshares shares in Q4 2023, an estimated $229K.
Prelude Capital Management first reported a position in ServisFirst Bancshares in Q3 2020 and held it in 5 quarters.
Prelude Capital Management's ServisFirst Bancshares position peaked at $357K in Q4 2021.
251 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2023.

Based on Prelude Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.