Canada Life
EVBN

Canada Life’s Evans Bancorp Inc EVBN Stock Holding History

Canada Life’s Portfolio EVBN Stock Details EVBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-283
Closed -$8K – 2223
2023
Q3 		$8K Sell
283
-2
-0.7% -$56 ﹤0.01% 2222
2023
Q2 		$7K Sell
285
-108
-27% -$2.93K ﹤0.01% 2250
2023
Q1 		$13K Sell
393
-18
-4% -$682 ﹤0.01% 2284
2022
Q4 		$15K Buy
411
+179
+77% +$6.7K ﹤0.01% 2302
2022
Q3 		$9K Buy
232
+56
+32% +$2.05K ﹤0.01% 2355
2022
Q2 		$6K Sell
176
-61
-26% -$2.25K ﹤0.01% 2409
2022
Q1 		$9K Buy
237
+158
+200% +$6.39K ﹤0.01% 2447
2021
Q4 		$3K Buy
+79
New +$3.13K ﹤0.01% 2495
2020
Q3 		– Sell
-53
Closed -$1K – 2706
2020
Q2 		$1K Sell
53
-4
-7% -$98 ﹤0.01% 2730
2020
Q1 		$1K Sell
57
-1
-2% -$35 ﹤0.01% 2724
2019
Q4 		$2K Buy
+58
New +$2.26K ﹤0.01% 2706
2019
Q3 		– Sell
-31
Closed -$1K – 2343
2019
Q2 		$1K Buy
31
+3
+11% +$107 ﹤0.01% 2762
2019
Q1 		$1K Hold
28
– – ﹤0.01% 2534
2018
Q4 		$1K Sell
28
-3
-10% -$123 ﹤0.01% 2736
2018
Q3 		$1K Hold
31
– – ﹤0.01% 2689
2018
Q2 		$1K Hold
31
– – ﹤0.01% 2702
2018
Q1 		$1K Buy
+31
New +$1.34K ﹤0.01% 2692

Other funds holding EVBN

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Canada Life's EVBN Position: Q4 2023 in Review

Canada Life sold out of Evans Bancorp Inc (EVBN) in Q4 2023, closing a stake of 283 shares — an estimated $8K sold.

Canada Life first reported a position in EVBN in Q1 2018 and held it in 17 quarters. The position peaked at $15K in Q4 2022. 57 funds tracked by Wall St. Rank hold EVBN as of Q4 2023.

  • Canada Life reported no remaining Evans Bancorp Inc position as of Q4 2023 after selling out during the quarter.
  • Canada Life sold 283 Evans Bancorp Inc shares in Q4 2023, an estimated $8K.
  • Canada Life first reported a position in Evans Bancorp Inc in Q1 2018 and held it in 17 quarters.
  • Canada Life's Evans Bancorp Inc position peaked at $15K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q4 2023.

Based on Canada Life's 13F filing for Q4 2023, filed 13 Feb 2024.