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Sit Investment Associates’s Regions Financial RF Stock Holding History

Sit Investment Associates’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-260,540
Closed -$5.23M – 557
2022
Q3 		$5.23M Buy
260,540
+6,850
+3% +$145K 0.16% 165
2022
Q2 		$4.76M Buy
253,690
+68,940
+37% +$1.42M 0.14% 174
2022
Q1 		$4.11M Buy
+184,750
New +$4.35M 0.11% 218
2018
Q2 		– Sell
-304
Closed -$6K – 558
2018
Q1 		$6K Hold
304
– – ﹤0.01% 533
2017
Q4 		$5K Hold
304
– – ﹤0.01% 574
2017
Q3 		$5K Hold
304
– – ﹤0.01% 581
2017
Q2 		$4K Buy
+304
New +$4.28K ﹤0.01% 583

Other funds holding RF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Sit Investment Associates's RF Position: Q4 2022 in Review

Sit Investment Associates sold out of Regions Financial (RF) in Q4 2022, closing a stake of 260,540 shares — an estimated $5.23M sold.

Sit Investment Associates first reported a position in RF in Q2 2017 and held it in 7 quarters. The position peaked at $5.23M in Q3 2022. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

  • Sit Investment Associates reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
  • Sit Investment Associates sold 260,540 Regions Financial shares in Q4 2022, an estimated $5.23M.
  • Sit Investment Associates first reported a position in Regions Financial in Q2 2017 and held it in 7 quarters.
  • Sit Investment Associates's Regions Financial position peaked at $5.23M in Q3 2022.
  • 881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on Sit Investment Associates's 13F filing for Q4 2022, filed 10 Feb 2023.