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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephens Investment Management Group's SBNY Position: Q4 2022 in Review

Stephens Investment Management Group sold out of Signature Bank (SBNY) in Q4 2022, closing a stake of 32,411 shares — an estimated $4.89M sold.

Stephens Investment Management Group first reported a position in SBNY in Q2 2021 and held it in 6 quarters. The position peaked at $13.1M in Q4 2021. 485 funds tracked by Wall St. Rank hold SBNY as of Q4 2022.

Stephens Investment Management Group reported no remaining Signature Bank position as of Q4 2022 after selling out during the quarter.
Stephens Investment Management Group sold 32,411 Signature Bank shares in Q4 2022, an estimated $4.89M.
Stephens Investment Management Group first reported a position in Signature Bank in Q2 2021 and held it in 6 quarters.
Stephens Investment Management Group's Signature Bank position peaked at $13.1M in Q4 2021.
485 funds tracked by Wall St. Rank held Signature Bank as of Q4 2022.

Based on Stephens Investment Management Group's 13F filing for Q4 2022, filed 26 Jan 2023.