Susquehanna Fundamental Investments’s Regions Financial RF Stock Holding History

Susquehanna Fundamental Investments’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
2023 Q2	–	Sell	-151,353	Closed	-$2.81M	–	835
2023 Q1	$2.81M	Sell	151,353 -205,349	-58%	-$4.47M	0.07%	312
2022 Q4	$7.69M	Sell	356,702 -279,124	-44%	-$6.05M	0.13%	212
2022 Q3	$12.8M	Buy	+635,826	New	+$13.4M	0.22%	121
2022 Q1	$7.26M	Buy	326,186 +99,700	+44%	+$2.35M	0.14%	203
2021 Q4	$4.94M	Sell	226,486 -106,184	-32%	-$2.43M	0.13%	204
2021 Q3	$7.09M	Buy	332,670 +111,886	+51%	+$2.23M	0.13%	204
2021 Q2	$4.46M	Hold	220,784	–	–	0.08%	337
2021 Q1	$4.56M	Sell	220,784 -45,296	-17%	-$885K	0.08%	345
2020 Q4	$4.29M	Buy	+266,080	New	+$3.85M	0.08%	367
2019 Q3	–	Sell	-146,200	Closed	-$2.18M	–	372
2019 Q2	$2.18M	Buy	146,200 +68,600	+88%	+$1.01M	0.25%	117
2019 Q1	$1.1M	Buy	+77,600	New	+$1.19M	0.13%	209
2018 Q4	–	Sell	-126,500	Closed	-$2.32M	–	382
2018 Q3	$2.32M	Hold	126,500	–	–	0.39%	86
2018 Q2	$2.25M	Sell	126,500 -114,900	-48%	-$2.15M	0.33%	98
2018 Q1	$4.49M	Buy	+241,400	New	+$4.57M	0.53%	49

Other funds holding RF

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Susquehanna Fundamental Investments's RF Position: Q2 2023 in Review

Susquehanna Fundamental Investments sold out of Regions Financial (RF) in Q2 2023, closing a stake of 151,353 shares — an estimated $2.81M sold.

Susquehanna Fundamental Investments first reported a position in RF in Q1 2018 and held it in 14 quarters. The position peaked at $12.8M in Q3 2022. 786 funds tracked by Wall St. Rank hold RF as of Q2 2023.

Susquehanna Fundamental Investments reported no remaining Regions Financial position as of Q2 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 151,353 Regions Financial shares in Q2 2023, an estimated $2.81M.
Susquehanna Fundamental Investments first reported a position in Regions Financial in Q1 2018 and held it in 14 quarters.
Susquehanna Fundamental Investments's Regions Financial position peaked at $12.8M in Q3 2022.
786 funds tracked by Wall St. Rank held Regions Financial as of Q2 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2023, filed 11 Aug 2023.