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ZPR Investment Management’s Sierra Bancorp BSRR Stock Holding History

ZPR Investment Management’s Portfolio BSRR Stock Details BSRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-13,939
Closed -$403K – 79
2018
Q3 		$403K Buy
+13,939
New +$411K 0.61% 47

Other funds holding BSRR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ZPR Investment Management's BSRR Position: Q4 2018 in Review

ZPR Investment Management sold out of Sierra Bancorp (BSRR) in Q4 2018, closing a stake of 13,939 shares — an estimated $403K sold.

ZPR Investment Management first reported a position in BSRR in Q3 2018 and held it in 1 quarter. The position peaked at $403K in Q3 2018. 89 funds tracked by Wall St. Rank hold BSRR as of Q4 2018.

  • ZPR Investment Management reported no remaining Sierra Bancorp position as of Q4 2018 after selling out during the quarter.
  • ZPR Investment Management sold 13,939 Sierra Bancorp shares in Q4 2018, an estimated $403K.
  • ZPR Investment Management first reported a position in Sierra Bancorp in Q3 2018 and held it in 1 quarter.
  • ZPR Investment Management's Sierra Bancorp position peaked at $403K in Q3 2018.
  • 89 funds tracked by Wall St. Rank held Sierra Bancorp as of Q4 2018.

Based on ZPR Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.