SS
SBNY

Simplicity Solutions’s Signature Bank SBNY Stock Holding History

Simplicity Solutions’s Portfolio SBNY Stock Details SBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,252
Closed -$436K – 1003
2020
Q3 		$436K Buy
5,252
+1,407
+37% +$140K 0.01% 659
2020
Q2 		$411K Buy
+3,845
New +$378K 0.01% 666
2017
Q3 		– Sell
-1,538
Closed -$221K – 419
2017
Q2 		$221K Buy
1,538
+55
+4% +$7.8K 0.03% 380
2017
Q1 		$220K Sell
1,483
-8
-0.5% -$1.24K 0.03% 367
2016
Q4 		$224K Buy
+1,491
New +$203K 0.05% 307
2016
Q1 		– Sell
-9,688
Closed -$1.49M – 625
2015
Q4 		$1.49M Buy
+9,688
New +$1.46M 0.18% 167

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Simplicity Solutions's SBNY Position: Q4 2020 in Review

Simplicity Solutions sold out of Signature Bank (SBNY) in Q4 2020, closing a stake of 5,252 shares — an estimated $436K sold.

Simplicity Solutions first reported a position in SBNY in Q4 2015 and held it in 6 quarters. The position peaked at $1.49M in Q4 2015. 327 funds tracked by Wall St. Rank hold SBNY as of Q4 2020.

  • Simplicity Solutions reported no remaining Signature Bank position as of Q4 2020 after selling out during the quarter.
  • Simplicity Solutions sold 5,252 Signature Bank shares in Q4 2020, an estimated $436K.
  • Simplicity Solutions first reported a position in Signature Bank in Q4 2015 and held it in 6 quarters.
  • Simplicity Solutions's Signature Bank position peaked at $1.49M in Q4 2015.
  • 327 funds tracked by Wall St. Rank held Signature Bank as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.