Winton Group’s Southside Bancshares SBSI Stock Holding History

Winton Group’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
2023 Q3	–	Sell	-21,486	Closed	-$562K	–	911
2023 Q2	$562K	Sell	21,486 -13,317	-38%	-$388K	0.05%	275
2023 Q1	$1.16M	Sell	34,803 -479	-1%	-$17.5K	0.07%	391
2022 Q4	$1.27M	Buy	35,282 +5,016	+17%	+$178K	0.08%	344
2022 Q3	$1.07M	Buy	30,266 +3,559	+13%	+$137K	0.07%	388
2022 Q2	$999K	Buy	26,707 +5,194	+24%	+$202K	0.05%	487
2022 Q1	$878K	Buy	21,513 +5,298	+33%	+$223K	0.05%	511
2021 Q4	$678K	Buy	+16,215	New	+$670K	0.04%	588
2020 Q2	–	Sell	-12,873	Closed	-$391K	–	1574
2020 Q1	$391K	Buy	12,873 +5,724	+80%	+$194K	0.01%	1097
2019 Q4	$266K	Sell	7,149 -7,235	-50%	-$256K	﹤0.01%	1389
2019 Q3	$491K	Buy	+14,384	New	+$478K	0.01%	1094
2019 Q2	–	Sell	-7,726	Closed	-$257K	–	1266
2019 Q1	$257K	Buy	+7,726	New	+$262K	0.01%	860

Other funds holding SBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Winton Group's SBSI Position: Q3 2023 in Review

Winton Group sold out of Southside Bancshares (SBSI) in Q3 2023, closing a stake of 21,486 shares — an estimated $562K sold.

Winton Group first reported a position in SBSI in Q1 2019 and held it in 11 quarters. The position peaked at $1.27M in Q4 2022. 157 funds tracked by Wall St. Rank hold SBSI as of Q3 2023.

Winton Group reported no remaining Southside Bancshares position as of Q3 2023 after selling out during the quarter.
Winton Group sold 21,486 Southside Bancshares shares in Q3 2023, an estimated $562K.
Winton Group first reported a position in Southside Bancshares in Q1 2019 and held it in 11 quarters.
Winton Group's Southside Bancshares position peaked at $1.27M in Q4 2022.
157 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2023.

Based on Winton Group's 13F filing for Q3 2023, filed 13 Nov 2023.