Simplex Trading
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Simplex Trading’s Southside Bancshares SBSI Stock Holding History

Simplex Trading’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
-405
Closed -$11K – 9702
2023
Q3 		$11K Buy
+405
New +$12.1K ﹤0.01% 7130
2022
Q3 		– Sell
-694
Closed -$25K – 10769
2022
Q2 		$25K Buy
+694
New +$27K ﹤0.01% 7351
2015
Q2 		– Sell
-1,497
Closed -$38K – 5777
2015
Q1 		$38K Buy
+1,497
New +$37.9K ﹤0.01% 1772

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

Simplex Trading's SBSI Position: Q4 2023 in Review

Simplex Trading sold out of Southside Bancshares (SBSI) in Q4 2023, closing a stake of 405 shares — an estimated $11K sold.

Simplex Trading first reported a position in SBSI in Q1 2015 and held it in 3 quarters. The position peaked at $38K in Q1 2015. 150 funds tracked by Wall St. Rank hold SBSI as of Q4 2023.

  • Simplex Trading reported no remaining Southside Bancshares position as of Q4 2023 after selling out during the quarter.
  • Simplex Trading sold 405 Southside Bancshares shares in Q4 2023, an estimated $11K.
  • Simplex Trading first reported a position in Southside Bancshares in Q1 2015 and held it in 3 quarters.
  • Simplex Trading's Southside Bancshares position peaked at $38K in Q1 2015.
  • 150 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2023.

Based on Simplex Trading's 13F filing for Q4 2023, filed 2 Feb 2024.