WCM
SBNY

Weld Capital Management’s Signature Bank SBNY Stock Holding History

Weld Capital 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
2020
Q4 		– Sell
-6,556
Closed -$544K – 752
2020
Q3 		$544K Sell
6,556
-2,945
-31% -$293K 0.21% 171
2020
Q2 		$1.02M Buy
9,501
+4,296
+83% +$423K 0.4% 71
2020
Q1 		$418K Buy
+5,205
New +$653K 0.21% 169
2019
Q3 		– Sell
-5,150
Closed -$622K – 1117
2019
Q2 		$622K Buy
5,150
+1,129
+28% +$140K 0.11% 314
2019
Q1 		$515K Buy
+4,021
New +$512K 0.09% 389

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Weld Capital Management's SBNY Position: Q4 2020 in Review

Weld Capital Management sold out of Signature Bank (SBNY) in Q4 2020, closing a stake of 6,556 shares — an estimated $544K sold.

Weld Capital Management first reported a position in SBNY in Q1 2019 and held it in 5 quarters. The position peaked at $1.02M in Q2 2020. 327 funds tracked by Wall St. Rank hold SBNY as of Q4 2020.

  • Weld Capital Management reported no remaining Signature Bank position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 6,556 Signature Bank shares in Q4 2020, an estimated $544K.
  • Weld Capital Management first reported a position in Signature Bank in Q1 2019 and held it in 5 quarters.
  • Weld Capital Management's Signature Bank position peaked at $1.02M in Q2 2020.
  • 327 funds tracked by Wall St. Rank held Signature Bank as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.