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BHZ Capital Management’s Lake Shore Bancorp LSBK Stock Holding History

BHZ Capital Management’s Portfolio LSBK Stock Details LSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,435
Closed -$157K – 56
2023
Q4 		$157K Buy
+13,435
New +$143K 0.08% 62
2023
Q2 		– Sell
-19,420
Closed -$196K – 97
2023
Q1 		$196K Hold
19,420
– – 0.09% 102
2022
Q4 		$234K Buy
19,420
+2,175
+13% +$27.8K 0.1% 104
2022
Q3 		$227K Buy
17,245
+376
+2% +$5.11K 0.09% 108
2022
Q2 		$236K Buy
16,869
+4,000
+31% +$57.8K 0.1% 109
2022
Q1 		$193K Buy
12,869
+100
+0.8% +$1.49K 0.07% 137
2021
Q4 		$190K Buy
+12,769
New +$192K 0.06% 129

Other funds holding LSBK

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BHZ Capital Management's LSBK Position: Q1 2024 in Review

BHZ Capital Management sold out of Lake Shore Bancorp (LSBK) in Q1 2024, closing a stake of 13,435 shares — an estimated $157K sold.

BHZ Capital Management first reported a position in LSBK in Q4 2021 and held it in 7 quarters. The position peaked at $236K in Q2 2022. 20 funds tracked by Wall St. Rank hold LSBK as of Q1 2024.

  • BHZ Capital Management reported no remaining Lake Shore Bancorp position as of Q1 2024 after selling out during the quarter.
  • BHZ Capital Management sold 13,435 Lake Shore Bancorp shares in Q1 2024, an estimated $157K.
  • BHZ Capital Management first reported a position in Lake Shore Bancorp in Q4 2021 and held it in 7 quarters.
  • BHZ Capital Management's Lake Shore Bancorp position peaked at $236K in Q2 2022.
  • 20 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q1 2024.

Based on BHZ Capital Management's 13F filing for Q1 2024, filed 13 May 2024.