Woodmont Investment Counsel’s Signature Bank SBNY Stock Holding History

Woodmont Investment Counsel’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
2023 Q1	–	Sell	-4,142	Closed	-$477K	–	265
2022 Q4	$477K	Sell	4,142 -413	-9%	-$56.8K	0.05%	177
2022 Q3	$688K	Sell	4,555 -1,813	-28%	-$329K	0.09%	149
2022 Q2	$1.14M	Buy	6,368 +1,858	+41%	+$416K	0.14%	118
2022 Q1	$1.32M	Buy	4,510 +26	+0.6%	+$8.45K	0.15%	111
2021 Q4	$1.45M	Sell	4,484 -123	-3%	-$38.3K	0.19%	99
2021 Q3	$1.25M	Buy	4,607 +184	+4%	+$46.2K	0.18%	98
2021 Q2	$1.09M	Sell	4,423 -146	-3%	-$35.4K	0.17%	104
2021 Q1	$1.03M	Buy	+4,569	New	+$900K	0.18%	101

Other funds holding SBNY

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Woodmont Investment Counsel's SBNY Position: Q1 2023 in Review

Woodmont Investment Counsel sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 4,142 shares — an estimated $477K sold.

Woodmont Investment Counsel first reported a position in SBNY in Q1 2021 and held it in 8 quarters. The position peaked at $1.45M in Q4 2021. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

Woodmont Investment Counsel reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
Woodmont Investment Counsel sold 4,142 Signature Bank shares in Q1 2023, an estimated $477K.
Woodmont Investment Counsel first reported a position in Signature Bank in Q1 2021 and held it in 8 quarters.
Woodmont Investment Counsel's Signature Bank position peaked at $1.45M in Q4 2021.
64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Woodmont Investment Counsel's 13F filing for Q1 2023, filed 9 May 2023.