AFM
LEVL

Andesa Financial Management’s Level One Bancorp, Inc. Common Stock LEVL Stock Holding History

Andesa Financial Management’s Portfolio LEVL Stock Details LEVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-19,700
Closed -$536K – 160
2021
Q2 		$536K Buy
+19,700
New +$530K 0.16% 89

Other funds holding LEVL

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Andesa Financial Management's LEVL Position: Q3 2021 in Review

Andesa Financial Management sold out of Level One Bancorp, Inc. Common Stock (LEVL) in Q3 2021, closing a stake of 19,700 shares — an estimated $536K sold.

Andesa Financial Management first reported a position in LEVL in Q2 2021 and held it in 1 quarter. The position peaked at $536K in Q2 2021. 62 funds tracked by Wall St. Rank hold LEVL as of Q3 2021.

  • Andesa Financial Management reported no remaining Level One Bancorp, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Andesa Financial Management sold 19,700 Level One Bancorp, Inc. Common Stock shares in Q3 2021, an estimated $536K.
  • Andesa Financial Management first reported a position in Level One Bancorp, Inc. Common Stock in Q2 2021 and held it in 1 quarter.
  • Andesa Financial Management's Level One Bancorp, Inc. Common Stock position peaked at $536K in Q2 2021.
  • 62 funds tracked by Wall St. Rank held Level One Bancorp, Inc. Common Stock as of Q3 2021.

Based on Andesa Financial Management's 13F filing for Q3 2021, filed 13 Oct 2021.