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BHZ Capital Management’s Civista Bancshares CIVB Stock Holding History

BHZ Capital Management’s Portfolio CIVB Stock Details CIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-23,859
Closed -$403K – 79
2023
Q1 		$403K Sell
23,859
-6,426
-21% -$133K 0.19% 82
2022
Q4 		$667K Sell
30,285
-65,134
-68% -$1.47M 0.29% 74
2022
Q3 		$1.98M Buy
95,419
+13,422
+16% +$289K 0.83% 31
2022
Q2 		$1.74M Buy
81,997
+7,626
+10% +$165K 0.71% 40
2022
Q1 		$1.79M Buy
74,371
+1,468
+2% +$35.7K 0.6% 50
2021
Q4 		$1.78M Sell
72,903
-24,335
-25% -$599K 0.6% 50
2021
Q3 		$2.26M Sell
97,238
-24,233
-20% -$557K 0.77% 40
2021
Q2 		$2.69M Sell
121,471
-21,859
-15% -$505K 1% 35
2021
Q1 		$3.29M Sell
143,330
-37,595
-21% -$754K 1.04% 29
2020
Q4 		$3.17M Sell
180,925
-49,099
-21% -$776K 1.07% 31
2020
Q3 		$2.88M Sell
230,024
-2,965
-1% -$40.4K 1.22% 21
2020
Q2 		$3.59M Sell
232,989
-1,920
-0.8% -$27.9K 1.41% 17
2020
Q1 		$3.51M Sell
234,909
-55,687
-19% -$1.12M 1.32% 20
2019
Q4 		$6.97M Sell
290,596
-2,673
-0.9% -$59.3K 1.64% 14
2019
Q3 		$6.37M Sell
293,269
-2,146
-0.7% -$45.9K 1.54% 15
2019
Q2 		$6.63M Sell
295,415
-15,007
-5% -$330K 1.59% 16
2019
Q1 		$6.78M Sell
310,422
-902
-0.3% -$17.9K 1.7% 17
2018
Q4 		$5.42M Buy
311,324
+10,620
+4% +$225K 1.43% 21
2018
Q3 		$7.24M Buy
+300,704
New +$7.34M 1.81% 16
2018
Q1 		– Sell
-86,453
Closed -$1.9M – 113
2017
Q4 		$1.9M Buy
86,453
+29,073
+51% +$648K 0.68% 43
2017
Q3 		$1.28M Buy
57,380
+5,062
+10% +$104K 0.42% 67
2017
Q2 		$1.09M Buy
52,318
+15,336
+41% +$322K 0.36% 65
2017
Q1 		$820K Sell
36,982
-607
-2% -$13.1K 0.32% 72
2016
Q4 		$730K Buy
+37,589
New +$614K 0.3% 74

Other funds holding CIVB

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return

BHZ Capital Management's CIVB Position: Q2 2023 in Review

BHZ Capital Management sold out of Civista Bancshares (CIVB) in Q2 2023, closing a stake of 23,859 shares — an estimated $403K sold.

BHZ Capital Management first reported a position in CIVB in Q4 2016 and held it in 24 quarters. The position peaked at $7.24M in Q3 2018. 89 funds tracked by Wall St. Rank hold CIVB as of Q2 2023.

  • BHZ Capital Management reported no remaining Civista Bancshares position as of Q2 2023 after selling out during the quarter.
  • BHZ Capital Management sold 23,859 Civista Bancshares shares in Q2 2023, an estimated $403K.
  • BHZ Capital Management first reported a position in Civista Bancshares in Q4 2016 and held it in 24 quarters.
  • BHZ Capital Management's Civista Bancshares position peaked at $7.24M in Q3 2018.
  • 89 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2023.

Based on BHZ Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.