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BHZ Capital Management’s Investar Holding Corp ISTR Stock Holding History

BHZ Capital Management’s Portfolio ISTR Stock Details ISTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,935
Closed -$371K – 124
2022
Q2 		$371K Sell
16,935
-10,500
-38% -$215K 0.15% 97
2022
Q1 		$524K Buy
27,435
+2,548
+10% +$49.4K 0.18% 101
2021
Q4 		$458K Buy
+24,887
New +$466K 0.16% 99

Other funds holding ISTR

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BHZ Capital Management's ISTR Position: Q3 2022 in Review

BHZ Capital Management sold out of Investar Holding Corp (ISTR) in Q3 2022, closing a stake of 16,935 shares — an estimated $371K sold.

BHZ Capital Management first reported a position in ISTR in Q4 2021 and held it in 3 quarters. The position peaked at $524K in Q1 2022. 54 funds tracked by Wall St. Rank hold ISTR as of Q3 2022.

  • BHZ Capital Management reported no remaining Investar Holding Corp position as of Q3 2022 after selling out during the quarter.
  • BHZ Capital Management sold 16,935 Investar Holding Corp shares in Q3 2022, an estimated $371K.
  • BHZ Capital Management first reported a position in Investar Holding Corp in Q4 2021 and held it in 3 quarters.
  • BHZ Capital Management's Investar Holding Corp position peaked at $524K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held Investar Holding Corp as of Q3 2022.

Based on BHZ Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.