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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return