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Psagot Value Holdings’s Shore Bancshares SHBI Stock Holding History

Psagot Value Holdings’s Portfolio SHBI Stock Details SHBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-211
Closed -$3K – 609
2023
Q1 		$3K Buy
+211
New +$3.51K ﹤0.01% 386

Other funds holding SHBI

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FL
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FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Psagot Value Holdings's SHBI Position: Q2 2023 in Review

Psagot Value Holdings sold out of Shore Bancshares (SHBI) in Q2 2023, closing a stake of 211 shares — an estimated $3K sold.

Psagot Value Holdings first reported a position in SHBI in Q1 2023 and held it in 1 quarter. The position peaked at $3K in Q1 2023. 96 funds tracked by Wall St. Rank hold SHBI as of Q2 2023.

  • Psagot Value Holdings reported no remaining Shore Bancshares position as of Q2 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 211 Shore Bancshares shares in Q2 2023, an estimated $3K.
  • Psagot Value Holdings first reported a position in Shore Bancshares in Q1 2023 and held it in 1 quarter.
  • Psagot Value Holdings's Shore Bancshares position peaked at $3K in Q1 2023.
  • 96 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2023.

Based on Psagot Value Holdings's 13F filing for Q2 2023, filed 3 Aug 2023.