Ziegler Capital Management’s Simmons First National SFNC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-58,946	Closed	-$1.27M	–	441
2020 Q4	$1.27M	Sell	58,946 -6,748	-10%	-$129K	0.04%	285
2020 Q3	$1.04M	Sell	65,694 -1,893	-3%	-$31.7K	0.04%	292
2020 Q2	$1.16M	Sell	67,587 -7,780	-10%	-$133K	0.04%	284
2020 Q1	$1.39M	Buy	+75,367	New	+$1.71M	0.04%	316

Other funds holding SFNC

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

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

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

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

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ziegler Capital Management's SFNC Position: Q1 2021 in Review

Ziegler Capital Management sold out of Simmons First National (SFNC) in Q1 2021, closing a stake of 58,946 shares — an estimated $1.27M sold.

Ziegler Capital Management first reported a position in SFNC in Q1 2020 and held it in 4 quarters. The position peaked at $1.39M in Q1 2020. 210 funds tracked by Wall St. Rank hold SFNC as of Q1 2021.

Ziegler Capital Management reported no remaining Simmons First National position as of Q1 2021 after selling out during the quarter.
Ziegler Capital Management sold 58,946 Simmons First National shares in Q1 2021, an estimated $1.27M.
Ziegler Capital Management first reported a position in Simmons First National in Q1 2020 and held it in 4 quarters.
Ziegler Capital Management's Simmons First National position peaked at $1.39M in Q1 2020.
210 funds tracked by Wall St. Rank held Simmons First National as of Q1 2021.

Based on Ziegler Capital Management's 13F filing for Q1 2021, filed 29 Apr 2021.