Schroder Investment Management Group
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Schroder Investment Management Group’s Southside Bancshares SBSI Stock Holding History

Schroder Investment Management Group’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
2019
Q4 		– Sell
-9,259
Closed -$318K – 1337
2019
Q3 		$318K Buy
+9,259
New +$308K ﹤0.01% 1108
2015
Q2 		– Sell
-1,921
Closed -$49K – 1255
2015
Q1 		$49K Buy
+1,921
New +$48.6K ﹤0.01% 1145
2013
Q4 		– Sell
-1
Closed -$27 – 1547
2013
Q3 		$27 Sell
1
-141,498
-100% -$3.03M ﹤0.01% 1502
2013
Q2 		$2.85M Buy
+141,499
New +$2.61M 0.01% 837

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schroder Investment Management Group's SBSI Position: Q4 2019 in Review

Schroder Investment Management Group sold out of Southside Bancshares (SBSI) in Q4 2019, closing a stake of 9,259 shares — an estimated $318K sold.

Schroder Investment Management Group first reported a position in SBSI in Q2 2013 and held it in 4 quarters. The position peaked at $2.85M in Q2 2013. 120 funds tracked by Wall St. Rank hold SBSI as of Q4 2019.

  • Schroder Investment Management Group reported no remaining Southside Bancshares position as of Q4 2019 after selling out during the quarter.
  • Schroder Investment Management Group sold 9,259 Southside Bancshares shares in Q4 2019, an estimated $318K.
  • Schroder Investment Management Group first reported a position in Southside Bancshares in Q2 2013 and held it in 4 quarters.
  • Schroder Investment Management Group's Southside Bancshares position peaked at $2.85M in Q2 2013.
  • 120 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2019.

Based on Schroder Investment Management Group's 13F filing for Q4 2019, filed 11 Feb 2020.