Boston Partners
MVBF icon

Boston Partners’s MVB Financial MVBF Stock Holding History

Boston Partners’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-37,229
Closed -$694K – 743
2024
Q2 		$694K Buy
37,229
+19,782
+113% +$377K ﹤0.01% 623
2024
Q1 		$389K Buy
17,447
+1,793
+11% +$38.9K ﹤0.01% 723
2023
Q4 		$353K Sell
15,654
-12,411
-44% -$263K ﹤0.01% 650
2023
Q3 		$634K Sell
28,065
-4,806
-15% -$114K ﹤0.01% 608
2023
Q2 		$693K Buy
32,871
+16,415
+100% +$309K ﹤0.01% 580
2023
Q1 		$340K Buy
+16,456
New +$382K ﹤0.01% 636

Other funds holding MVBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Boston Partners's MVBF Position: Q3 2024 in Review

Boston Partners sold out of MVB Financial (MVBF) in Q3 2024, closing a stake of 37,229 shares — an estimated $694K sold.

Boston Partners first reported a position in MVBF in Q1 2023 and held it in 6 quarters. The position peaked at $694K in Q2 2024. 85 funds tracked by Wall St. Rank hold MVBF as of Q3 2024.

  • Boston Partners reported no remaining MVB Financial position as of Q3 2024 after selling out during the quarter.
  • Boston Partners sold 37,229 MVB Financial shares in Q3 2024, an estimated $694K.
  • Boston Partners first reported a position in MVB Financial in Q1 2023 and held it in 6 quarters.
  • Boston Partners's MVB Financial position peaked at $694K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held MVB Financial as of Q3 2024.

Based on Boston Partners's 13F filing for Q3 2024, filed 12 Nov 2024.