C
EVBN

Covestor’s Evans Bancorp Inc EVBN Stock Holding History

Covestor’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
2024
Q3 		– Sell
-41
Closed -$1K – 2870
2024
Q2 		$1K Buy
41
+27
+193% +$727 ﹤0.01% 2160
2024
Q1 		$0 Sell
14
-10
-42% -$296 ﹤0.01% 2838
2023
Q4 		$1K Sell
24
-46
-66% -$1.29K ﹤0.01% 2059
2023
Q3 		$2K Buy
+70
New +$1.94K ﹤0.01% 1864

Other funds holding EVBN

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Covestor's EVBN Position: Q3 2024 in Review

Covestor sold out of Evans Bancorp Inc (EVBN) in Q3 2024, closing a stake of 41 shares — an estimated $1K sold.

Covestor first reported a position in EVBN in Q3 2023 and held it in 4 quarters. The position peaked at $2K in Q3 2023. 63 funds tracked by Wall St. Rank hold EVBN as of Q3 2024.

  • Covestor reported no remaining Evans Bancorp Inc position as of Q3 2024 after selling out during the quarter.
  • Covestor sold 41 Evans Bancorp Inc shares in Q3 2024, an estimated $1K.
  • Covestor first reported a position in Evans Bancorp Inc in Q3 2023 and held it in 4 quarters.
  • Covestor's Evans Bancorp Inc position peaked at $2K in Q3 2023.
  • 63 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q3 2024.

Based on Covestor's 13F filing for Q3 2024, filed 1 Nov 2024.