Ziegler Capital Management’s ServisFirst Bancshares SFBS Stock Holding History

Ziegler Capital Management’s Portfolio SFBS Stock Details SFBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,975	Closed	-$205K	–	418
2022 Q4	$205K	Sell	2,975 -4	-0.1%	-$299	0.01%	390
2022 Q3	$238K	Sell	2,979 -12	-0.4%	-$1.01K	0.01%	376
2022 Q2	$236K	Sell	2,991 -3,953	-57%	-$322K	0.01%	374
2022 Q1	$662K	Sell	6,944 -1,533	-18%	-$134K	0.03%	324
2021 Q4	$720K	Sell	8,477 -397	-4%	-$32.4K	0.03%	346
2021 Q3	$690K	Hold	8,874	–	–	0.03%	363
2021 Q2	$603K	Sell	8,874 -678	-7%	-$44.8K	0.02%	381
2021 Q1	$586K	Sell	9,552 -826	-8%	-$41K	0.02%	378
2020 Q4	$418K	Buy	10,378 +2,376	+30%	+$92.1K	0.01%	392
2020 Q3	$272K	Sell	8,002 -2,754	-26%	-$98.9K	0.01%	394
2020 Q2	$385K	Buy	+10,756	New	+$355K	0.01%	394

Other funds holding SFBS

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ziegler Capital Management's SFBS Position: Q1 2023 in Review

Ziegler Capital Management sold out of ServisFirst Bancshares (SFBS) in Q1 2023, closing a stake of 2,975 shares — an estimated $205K sold.

Ziegler Capital Management first reported a position in SFBS in Q2 2020 and held it in 11 quarters. The position peaked at $720K in Q4 2021. 239 funds tracked by Wall St. Rank hold SFBS as of Q1 2023.

Ziegler Capital Management reported no remaining ServisFirst Bancshares position as of Q1 2023 after selling out during the quarter.
Ziegler Capital Management sold 2,975 ServisFirst Bancshares shares in Q1 2023, an estimated $205K.
Ziegler Capital Management first reported a position in ServisFirst Bancshares in Q2 2020 and held it in 11 quarters.
Ziegler Capital Management's ServisFirst Bancshares position peaked at $720K in Q4 2021.
239 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2023.

Based on Ziegler Capital Management's 13F filing for Q1 2023, filed 4 May 2023.