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Capital Advisors Ltd’s Eagle Bancorp Montana EBMT Stock Holding History

Capital Advisors Ltd’s Portfolio EBMT Stock Details EBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-46
Closed -$1K – 1338
2023
Q3 		$1K Hold
46
– – ﹤0.01% 1111
2023
Q2 		$1K Buy
46
+20
+77% +$263 ﹤0.01% 1125
2023
Q1 		$0 Buy
+26
New +$429 ﹤0.01% 1282

Other funds holding EBMT

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Advisors Ltd's EBMT Position: Q4 2023 in Review

Capital Advisors Ltd sold out of Eagle Bancorp Montana (EBMT) in Q4 2023, closing a stake of 46 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in EBMT in Q1 2023 and held it in 3 quarters. The position peaked at $1K in Q3 2023. 50 funds tracked by Wall St. Rank hold EBMT as of Q4 2023.

  • Capital Advisors Ltd reported no remaining Eagle Bancorp Montana position as of Q4 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 46 Eagle Bancorp Montana shares in Q4 2023, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Eagle Bancorp Montana in Q1 2023 and held it in 3 quarters.
  • Capital Advisors Ltd's Eagle Bancorp Montana position peaked at $1K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.