Vanguard Personalized Indexing Management’s Signature Bank SBNY Stock Holding History

Vanguard Personalized Indexing Management’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
2023 Q1	–	Sell	-4,092	Closed	-$471K	–	1528
2022 Q4	$471K	Buy	4,092 +958	+31%	+$132K	0.02%	821
2022 Q3	$473K	Sell	3,134 -397	-11%	-$72.2K	0.02%	813
2022 Q2	$633K	Buy	3,531 +1,159	+49%	+$260K	0.03%	701
2022 Q1	$696K	Sell	2,372 -754	-24%	-$245K	0.03%	652
2021 Q4	$1.01M	Buy	3,126 +1,415	+83%	+$441K	0.06%	382
2021 Q3	$466K	Sell	1,711 -200	-10%	-$50.2K	0.04%	551
2021 Q2	$469K	Buy	+1,911	New	+$464K	0.05%	510

Other funds holding SBNY

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $18.3B AUM 23.23% 1-Year Est. Return

Vanguard Personalized Indexing Management's SBNY Position: Q1 2023 in Review

Vanguard Personalized Indexing Management sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 4,092 shares — an estimated $471K sold.

Vanguard Personalized Indexing Management first reported a position in SBNY in Q2 2021 and held it in 7 quarters. The position peaked at $1.01M in Q4 2021. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

Vanguard Personalized Indexing Management reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 4,092 Signature Bank shares in Q1 2023, an estimated $471K.
Vanguard Personalized Indexing Management first reported a position in Signature Bank in Q2 2021 and held it in 7 quarters.
Vanguard Personalized Indexing Management's Signature Bank position peaked at $1.01M in Q4 2021.
64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2023, filed 10 May 2023.