Westfield Capital Management
SBNY

Westfield Capital Management’s Signature Bank SBNY Stock Holding History

Westfield 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
2022
Q3 		– Sell
-193,327
Closed -$34.6M – 258
2022
Q2 		$34.6M Buy
193,327
+27,375
+16% +$6.13M 0.27% 133
2022
Q1 		$48.7M Sell
165,952
-70,275
-30% -$22.8M 0.31% 112
2021
Q4 		$76.4M Buy
236,227
+6,155
+3% +$1.92M 0.45% 77
2021
Q3 		$62.6M Buy
230,072
+57,761
+34% +$14.5M 0.38% 95
2021
Q2 		$42.3M Buy
172,311
+24,298
+16% +$5.9M 0.25% 135
2021
Q1 		$33.5M Buy
148,013
+142,073
+2,392% +$28M 0.21% 143
2020
Q4 		$804K Hold
5,940
– – ﹤0.01% 234
2020
Q3 		$493K Sell
5,940
-196,331
-97% -$19.6M ﹤0.01% 226
2020
Q2 		$21.6M Buy
202,271
+45,203
+29% +$4.45M 0.15% 169
2020
Q1 		$12.6M Sell
157,068
-287,418
-65% -$36.1M 0.11% 168
2019
Q4 		$60.7M Buy
444,486
+178,473
+67% +$22.3M 0.43% 83
2019
Q3 		$31.7M Sell
266,013
-22,847
-8% -$2.77M 0.25% 119
2019
Q2 		$34.9M Buy
+288,860
New +$35.7M 0.26% 126
2017
Q3 		– Sell
-176,338
Closed -$25.3M – 286
2017
Q2 		$25.3M Buy
+176,338
New +$25M 0.22% 151
2016
Q3 		– Sell
-133,041
Closed -$16.6M – 287
2016
Q2 		$16.6M Buy
+133,041
New +$17.8M 0.14% 178

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westfield Capital Management's SBNY Position: Q3 2022 in Review

Westfield Capital Management sold out of Signature Bank (SBNY) in Q3 2022, closing a stake of 193,327 shares — an estimated $34.6M sold.

Westfield Capital Management first reported a position in SBNY in Q2 2016 and held it in 15 quarters. The position peaked at $76.4M in Q4 2021. 508 funds tracked by Wall St. Rank hold SBNY as of Q3 2022.

  • Westfield Capital Management reported no remaining Signature Bank position as of Q3 2022 after selling out during the quarter.
  • Westfield Capital Management sold 193,327 Signature Bank shares in Q3 2022, an estimated $34.6M.
  • Westfield Capital Management first reported a position in Signature Bank in Q2 2016 and held it in 15 quarters.
  • Westfield Capital Management's Signature Bank position peaked at $76.4M in Q4 2021.
  • 508 funds tracked by Wall St. Rank held Signature Bank as of Q3 2022.

Based on Westfield Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.