Boston Trust Walden’s Bryn Mawr Bank Corp BMTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-267,308	Closed	-$6.65M	–	381
2020 Q3	$6.65M	Buy	267,308 +11,604	+5%	+$310K	0.08%	217
2020 Q2	$7.07M	Buy	255,704 +23,912	+10%	+$649K	0.1%	210
2020 Q1	$6.58M	Buy	231,792 +8,072	+4%	+$283K	0.1%	205
2019 Q4	$9.23M	Buy	223,720 +1,541	+0.7%	+$59.4K	0.11%	209
2019 Q3	$8.11M	Buy	222,179 +1,687	+0.8%	+$60.7K	0.1%	209
2019 Q2	$8.23M	Sell	220,492 -2,922	-1%	-$109K	0.11%	205
2019 Q1	$8.07M	Buy	223,414 +13,619	+6%	+$516K	0.11%	204
2018 Q4	$7.22M	Buy	209,795 +61,248	+41%	+$2.42M	0.11%	200
2018 Q3	$6.97M	Buy	148,547 +50,911	+52%	+$2.45M	0.1%	210
2018 Q2	$4.52M	Sell	97,636 -1,842	-2%	-$85.1K	0.07%	228
2018 Q1	$4.37M	Buy	+99,478	New	+$4.48M	0.07%	227

Other funds holding BMTC

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Boston Trust Walden's BMTC Position: Q4 2020 in Review

Boston Trust Walden sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2020, closing a stake of 267,308 shares — an estimated $6.65M sold.

Boston Trust Walden first reported a position in BMTC in Q1 2018 and held it in 11 quarters. The position peaked at $9.23M in Q4 2019. 144 funds tracked by Wall St. Rank hold BMTC as of Q4 2020.

Boston Trust Walden reported no remaining Bryn Mawr Bank Corp position as of Q4 2020 after selling out during the quarter.
Boston Trust Walden sold 267,308 Bryn Mawr Bank Corp shares in Q4 2020, an estimated $6.65M.
Boston Trust Walden first reported a position in Bryn Mawr Bank Corp in Q1 2018 and held it in 11 quarters.
Boston Trust Walden's Bryn Mawr Bank Corp position peaked at $9.23M in Q4 2019.
144 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2020.

Based on Boston Trust Walden's 13F filing for Q4 2020, filed 15 Jan 2021.