Udine Wealth Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Udine Wealth Management’s Portfolio SBCF Stock Details SBCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-15,000	Closed	-$5K	–	22
2022 Q4	$5K	Hold	15,000	–	–	0.01%	11
2022 Q3	$453K	Hold	15,000	–	–	0.72%	15
2022 Q2	$496K	Hold	15,000	–	–	0.9%	10
2022 Q1	$525K	Buy	+15,000	New	+$546K	0.57%	16

Other funds holding SBCF

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Udine Wealth Management's SBCF Position: Q1 2023 in Review

Udine Wealth Management sold out of Seacoast Banking Corp of Florida (SBCF) in Q1 2023, closing a stake of 15,000 shares — an estimated $5K sold.

Udine Wealth Management first reported a position in SBCF in Q1 2022 and held it in 4 quarters. The position peaked at $525K in Q1 2022. 235 funds tracked by Wall St. Rank hold SBCF as of Q1 2023.

Udine Wealth Management reported no remaining Seacoast Banking Corp of Florida position as of Q1 2023 after selling out during the quarter.
Udine Wealth Management sold 15,000 Seacoast Banking Corp of Florida shares in Q1 2023, an estimated $5K.
Udine Wealth Management first reported a position in Seacoast Banking Corp of Florida in Q1 2022 and held it in 4 quarters.
Udine Wealth Management's Seacoast Banking Corp of Florida position peaked at $525K in Q1 2022.
235 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q1 2023.

Based on Udine Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.