Barrett Asset Management’s Manhattan Bridge Capital LOAN Stock Holding History

Barrett Asset Management’s Portfolio LOAN Stock Details LOAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,000	Closed	-$11K	–	356
2021 Q4	$11K	Hold	2,000	–	–	﹤0.01%	524
2021 Q3	$14K	Hold	2,000	–	–	﹤0.01%	407
2021 Q2	$16K	Hold	2,000	–	–	﹤0.01%	390
2021 Q1	$12K	Hold	2,000	–	–	﹤0.01%	376
2020 Q4	$10K	Hold	2,000	–	–	﹤0.01%	347
2020 Q3	$9K	Hold	2,000	–	–	﹤0.01%	332
2020 Q2	$9K	Buy	+2,000	New	+$8.34K	﹤0.01%	340

Other funds holding LOAN

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

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Barrett Asset Management's LOAN Position: Q1 2022 in Review

Barrett Asset Management sold out of Manhattan Bridge Capital (LOAN) in Q1 2022, closing a stake of 2,000 shares — an estimated $11K sold.

Barrett Asset Management first reported a position in LOAN in Q2 2020 and held it in 7 quarters. The position peaked at $16K in Q2 2021. 36 funds tracked by Wall St. Rank hold LOAN as of Q1 2022.

Barrett Asset Management reported no remaining Manhattan Bridge Capital position as of Q1 2022 after selling out during the quarter.
Barrett Asset Management sold 2,000 Manhattan Bridge Capital shares in Q1 2022, an estimated $11K.
Barrett Asset Management first reported a position in Manhattan Bridge Capital in Q2 2020 and held it in 7 quarters.
Barrett Asset Management's Manhattan Bridge Capital position peaked at $16K in Q2 2021.
36 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.