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Suncoast Equity Management’s Northwest Bancshares NWBI Stock Holding History

Suncoast Equity Management’s Portfolio NWBI Stock Details NWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-38,859
Closed -$449K – 78
2024
Q2 		$449K Hold
38,859
– – 0.05% 57
2024
Q1 		$453K Hold
38,859
– – 0.05% 57
2023
Q4 		$485K Hold
38,859
– – 0.06% 54
2023
Q3 		$398K Hold
38,859
– – 0.06% 54
2023
Q2 		$412K Hold
38,859
– – 0.06% 56
2023
Q1 		$467K Hold
38,859
– – 0.08% 50
2022
Q4 		$543K Buy
+38,859
New +$560K 0.1% 36

Other funds holding NWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Suncoast Equity Management's NWBI Position: Q3 2024 in Review

Suncoast Equity Management sold out of Northwest Bancshares (NWBI) in Q3 2024, closing a stake of 38,859 shares — an estimated $449K sold.

Suncoast Equity Management first reported a position in NWBI in Q4 2022 and held it in 7 quarters. The position peaked at $543K in Q4 2022. 231 funds tracked by Wall St. Rank hold NWBI as of Q3 2024.

  • Suncoast Equity Management reported no remaining Northwest Bancshares position as of Q3 2024 after selling out during the quarter.
  • Suncoast Equity Management sold 38,859 Northwest Bancshares shares in Q3 2024, an estimated $449K.
  • Suncoast Equity Management first reported a position in Northwest Bancshares in Q4 2022 and held it in 7 quarters.
  • Suncoast Equity Management's Northwest Bancshares position peaked at $543K in Q4 2022.
  • 231 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2024.

Based on Suncoast Equity Management's 13F filing for Q3 2024, filed 21 Oct 2024.