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Weld Capital Management’s Southside Bancshares SBSI Stock Holding History

Weld Capital Management’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-24,268
Closed -$901K – 670
2019
Q4 		$901K Buy
+24,268
New +$857K 0.17% 206

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Weld Capital Management's SBSI Position: Q1 2020 in Review

Weld Capital Management sold out of Southside Bancshares (SBSI) in Q1 2020, closing a stake of 24,268 shares — an estimated $901K sold.

Weld Capital Management first reported a position in SBSI in Q4 2019 and held it in 1 quarter. The position peaked at $901K in Q4 2019. 116 funds tracked by Wall St. Rank hold SBSI as of Q1 2020.

  • Weld Capital Management reported no remaining Southside Bancshares position as of Q1 2020 after selling out during the quarter.
  • Weld Capital Management sold 24,268 Southside Bancshares shares in Q1 2020, an estimated $901K.
  • Weld Capital Management first reported a position in Southside Bancshares in Q4 2019 and held it in 1 quarter.
  • Weld Capital Management's Southside Bancshares position peaked at $901K in Q4 2019.
  • 116 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2020.

Based on Weld Capital Management's 13F filing for Q1 2020, filed 15 May 2020.