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Wedge Capital Management’s Southern First Bancshares SFST Stock Holding History

Wedge Capital Management’s Portfolio SFST Stock Details SFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-83,231
Closed -$2.06M – 518
2023
Q2 		$2.06M Sell
83,231
-6,765
-8% -$176K 0.03% 362
2023
Q1 		$2.76M Sell
89,996
-2,837
-3% -$111K 0.05% 286
2022
Q4 		$4.25M Sell
92,833
-2,818
-3% -$128K 0.07% 277
2022
Q3 		$3.98M Sell
95,651
-3,951
-4% -$175K 0.07% 277
2022
Q2 		$4.34M Sell
99,602
-995
-1% -$45.2K 0.07% 287
2022
Q1 		$5.11M Sell
100,597
-61,927
-38% -$3.56M 0.07% 278
2021
Q4 		$10.2M Sell
162,524
-12,981
-7% -$763K 0.13% 223
2021
Q3 		$9.39M Sell
175,505
-6,471
-4% -$327K 0.12% 226
2021
Q2 		$9.31M Sell
181,976
-32,111
-15% -$1.66M 0.11% 238
2021
Q1 		$10M Buy
214,087
+8,551
+4% +$373K 0.12% 237
2020
Q4 		$7.27M Sell
205,536
-25,046
-11% -$771K 0.08% 258
2020
Q3 		$5.57M Buy
230,582
+4,378
+2% +$111K 0.07% 254
2020
Q2 		$6.27M Buy
226,204
+19,565
+9% +$531K 0.09% 229
2020
Q1 		$5.86M Buy
206,639
+69,159
+50% +$2.57M 0.1% 221
2019
Q4 		$5.84M Sell
137,480
-2,342
-2% -$97.6K 0.07% 262
2019
Q3 		$5.57M Buy
139,822
+65,235
+87% +$2.53M 0.06% 253
2019
Q2 		$2.92M Buy
+74,587
New +$2.7M 0.03% 275

Other funds holding SFST

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wedge Capital Management's SFST Position: Q3 2023 in Review

Wedge Capital Management sold out of Southern First Bancshares (SFST) in Q3 2023, closing a stake of 83,231 shares — an estimated $2.06M sold.

Wedge Capital Management first reported a position in SFST in Q2 2019 and held it in 17 quarters. The position peaked at $10.2M in Q4 2021. 87 funds tracked by Wall St. Rank hold SFST as of Q3 2023.

  • Wedge Capital Management reported no remaining Southern First Bancshares position as of Q3 2023 after selling out during the quarter.
  • Wedge Capital Management sold 83,231 Southern First Bancshares shares in Q3 2023, an estimated $2.06M.
  • Wedge Capital Management first reported a position in Southern First Bancshares in Q2 2019 and held it in 17 quarters.
  • Wedge Capital Management's Southern First Bancshares position peaked at $10.2M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Southern First Bancshares as of Q3 2023.

Based on Wedge Capital Management's 13F filing for Q3 2023, filed 13 Oct 2023.