Accredited Investors’s Bridgewater Bancshares BWB Stock Holding History

Accredited Investors’s Portfolio BWB Stock Details BWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-11,144	Closed	-$114K	–	138
2020 Q2	$114K	Sell	11,144 -820	-7%	-$7.93K	0.02%	127
2020 Q1	$117K	Hold	11,964	–	–	0.03%	125
2019 Q4	$165K	Sell	11,964 -1,584	-12%	-$20.1K	0.03%	144
2019 Q3	$162K	Hold	13,548	–	–	0.03%	130
2019 Q2	$156K	Sell	13,548 -5,566	-29%	-$60.6K	0.03%	130
2019 Q1	$197K	Hold	19,114	–	–	0.04%	133
2018 Q4	$202K	Sell	19,114 -886	-4%	-$10.2K	0.05%	118
2018 Q3	$260K	Buy	+20,000	New	+$256K	0.06%	103

Other funds holding BWB

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Accredited Investors's BWB Position: Q3 2020 in Review

Accredited Investors sold out of Bridgewater Bancshares (BWB) in Q3 2020, closing a stake of 11,144 shares — an estimated $114K sold.

Accredited Investors first reported a position in BWB in Q3 2018 and held it in 8 quarters. The position peaked at $260K in Q3 2018. 81 funds tracked by Wall St. Rank hold BWB as of Q3 2020.

Accredited Investors reported no remaining Bridgewater Bancshares position as of Q3 2020 after selling out during the quarter.
Accredited Investors sold 11,144 Bridgewater Bancshares shares in Q3 2020, an estimated $114K.
Accredited Investors first reported a position in Bridgewater Bancshares in Q3 2018 and held it in 8 quarters.
Accredited Investors's Bridgewater Bancshares position peaked at $260K in Q3 2018.
81 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q3 2020.

Based on Accredited Investors's 13F filing for Q3 2020, filed 5 Nov 2020.