Boston Trust Walden’s Bank of Marin Bancorp BMRC Stock Holding History

Boston Trust Walden’s Portfolio BMRC Stock Details BMRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-115,495	Closed	-$4.52M	–	387
2021 Q1	$4.52M	Sell	115,495 -787	-0.7%	-$30.3K	0.04%	237
2020 Q4	$3.99M	Sell	116,282 -1,716	-1%	-$58.5K	0.04%	241
2020 Q3	$3.42M	Buy	117,998 +5,328	+5%	+$168K	0.04%	251
2020 Q2	$3.76M	Buy	112,670 +9,475	+9%	+$300K	0.05%	245
2020 Q1	$3.1M	Buy	103,195 +2,879	+3%	+$113K	0.05%	242
2019 Q4	$4.52M	Buy	100,316 +2,438	+2%	+$108K	0.05%	240
2019 Q3	$4.06M	Buy	97,878 +1,741	+2%	+$73.2K	0.05%	247
2019 Q2	$3.94M	Buy	+96,137	New	+$4.04M	0.05%	248

Other funds holding BMRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Boston Trust Walden's BMRC Position: Q2 2021 in Review

Boston Trust Walden sold out of Bank of Marin Bancorp (BMRC) in Q2 2021, closing a stake of 115,495 shares — an estimated $4.52M sold.

Boston Trust Walden first reported a position in BMRC in Q2 2019 and held it in 8 quarters. The position peaked at $4.52M in Q1 2021. 95 funds tracked by Wall St. Rank hold BMRC as of Q2 2021.

Boston Trust Walden reported no remaining Bank of Marin Bancorp position as of Q2 2021 after selling out during the quarter.
Boston Trust Walden sold 115,495 Bank of Marin Bancorp shares in Q2 2021, an estimated $4.52M.
Boston Trust Walden first reported a position in Bank of Marin Bancorp in Q2 2019 and held it in 8 quarters.
Boston Trust Walden's Bank of Marin Bancorp position peaked at $4.52M in Q1 2021.
95 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2021.

Based on Boston Trust Walden's 13F filing for Q2 2021, filed 22 Jul 2021.