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BHZ Capital Management’s Meridian MRBK Stock Holding History

BHZ Capital Management’s Portfolio MRBK Stock Details MRBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,748
Closed -$161K – 101
2023
Q1 		$161K Sell
12,748
-19,088
-60% -$291K 0.07% 108
2022
Q4 		$482K Buy
+31,836
New +$505K 0.21% 87
2021
Q1 		– Sell
-114,042
Closed -$1.19M – 145
2020
Q4 		$1.19M Hold
114,042
– – 0.4% 68
2020
Q3 		$920K Buy
114,042
+3,250
+3% +$24.3K 0.39% 72
2020
Q2 		$878K Buy
110,792
+4,972
+5% +$37.8K 0.35% 76
2020
Q1 		$724K Sell
105,820
-10,152
-9% -$93.6K 0.27% 92
2019
Q4 		$1.17M Sell
115,972
-5,460
-4% -$50.7K 0.27% 90
2019
Q3 		$1.08M Sell
121,432
-1,408
-1% -$12.3K 0.26% 89
2019
Q2 		$1.04M Buy
122,840
+1,200
+1% +$10.4K 0.25% 89
2019
Q1 		$1.1M Sell
121,640
-172
-0.1% -$1.5K 0.27% 88
2018
Q4 		$1.05M Buy
121,812
+14
+0% +$119 0.28% 85
2018
Q3 		$1.05M Buy
121,798
+470
+0.4% +$4.12K 0.26% 92
2018
Q2 		$1.1M Buy
+121,328
New +$1.08M 0.32% 76

Other funds holding MRBK

ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BHZ Capital Management sold out of Meridian (MRBK) in Q2 2023, closing a stake of 12,748 shares — an estimated $161K sold.

BHZ Capital Management first reported a position in MRBK in Q2 2018 and held it in 13 quarters. The position peaked at $1.19M in Q4 2020. 43 funds tracked by Wall St. Rank hold MRBK as of Q2 2023.

  • BHZ Capital Management reported no remaining Meridian position as of Q2 2023 after selling out during the quarter.
  • BHZ Capital Management sold 12,748 Meridian shares in Q2 2023, an estimated $161K.
  • BHZ Capital Management first reported a position in Meridian in Q2 2018 and held it in 13 quarters.
  • BHZ Capital Management's Meridian position peaked at $1.19M in Q4 2020.
  • 43 funds tracked by Wall St. Rank held Meridian as of Q2 2023.

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