SIMG
SBNY

Stephens Investment Management Group’s Signature Bank SBNY Stock Holding History

Stephens Investment Management Group’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
2022
Q4 		– Sell
-32,411
Closed -$4.89M – 177
2022
Q3 		$4.89M Sell
32,411
-6,332
-16% -$1.15M 0.09% 149
2022
Q2 		$6.94M Sell
38,743
-1,662
-4% -$372K 0.13% 138
2022
Q1 		$11.9M Buy
40,405
+35
+0.1% +$11.4K 0.17% 124
2021
Q4 		$13.1M Sell
40,370
-46
-0.1% -$14.3K 0.17% 134
2021
Q3 		$11M Buy
40,416
+4,127
+11% +$1.04M 0.15% 139
2021
Q2 		$8.91M Buy
+36,289
New +$8.81M 0.12% 148

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return