Bank of Montreal
EVBN

Bank of Montreal’s Evans Bancorp Inc EVBN Stock Holding History

Bank of Montreal’s Portfolio EVBN Stock Details EVBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-116
Closed -$4K – 5036
2021
Q1 		$4K Sell
116
-605
-84% -$19K ﹤0.01% 4771
2020
Q4 		$21K Buy
721
+501
+228% +$12.8K ﹤0.01% 4407
2020
Q3 		$5K Sell
220
-152
-41% -$3.48K ﹤0.01% 4458
2020
Q2 		$8K Buy
+372
New +$9.13K ﹤0.01% 4289
2020
Q1 		– Sell
-599
Closed -$24K – 4814
2019
Q4 		$24K Buy
599
+183
+44% +$7.13K ﹤0.01% 4226
2019
Q3 		$16K Buy
416
+33
+9% +$1.17K ﹤0.01% 4219
2019
Q2 		$14K Buy
+383
New +$13.7K ﹤0.01% 4389
2019
Q1 		– Sell
-64
Closed -$2K – 4819
2018
Q4 		$2K Buy
64
+32
+100% +$1.31K ﹤0.01% 4433
2018
Q3 		$2K Sell
32
-1
-3% -$47 ﹤0.01% 4410
2018
Q2 		$2K Buy
+33
New +$1.53K ﹤0.01% 4414

Other funds holding EVBN

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of Montreal's EVBN Position: Q2 2021 in Review

Bank of Montreal sold out of Evans Bancorp Inc (EVBN) in Q2 2021, closing a stake of 116 shares — an estimated $4K sold.

Bank of Montreal first reported a position in EVBN in Q2 2018 and held it in 10 quarters. The position peaked at $24K in Q4 2019. 54 funds tracked by Wall St. Rank hold EVBN as of Q2 2021.

  • Bank of Montreal reported no remaining Evans Bancorp Inc position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 116 Evans Bancorp Inc shares in Q2 2021, an estimated $4K.
  • Bank of Montreal first reported a position in Evans Bancorp Inc in Q2 2018 and held it in 10 quarters.
  • Bank of Montreal's Evans Bancorp Inc position peaked at $24K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.