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Econ Financial Services’s Mid Penn Bancorp MPB Stock Holding History

Econ Financial Services’s Portfolio MPB Stock Details MPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9,188
Closed -$203K – 91
2023
Q2 		$203K Buy
+9,188
New +$210K 0.14% 85

Other funds holding MPB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

Econ Financial Services's MPB Position: Q3 2023 in Review

Econ Financial Services sold out of Mid Penn Bancorp (MPB) in Q3 2023, closing a stake of 9,188 shares — an estimated $203K sold.

Econ Financial Services first reported a position in MPB in Q2 2023 and held it in 1 quarter. The position peaked at $203K in Q2 2023. 89 funds tracked by Wall St. Rank hold MPB as of Q3 2023.

  • Econ Financial Services reported no remaining Mid Penn Bancorp position as of Q3 2023 after selling out during the quarter.
  • Econ Financial Services sold 9,188 Mid Penn Bancorp shares in Q3 2023, an estimated $203K.
  • Econ Financial Services first reported a position in Mid Penn Bancorp in Q2 2023 and held it in 1 quarter.
  • Econ Financial Services's Mid Penn Bancorp position peaked at $203K in Q2 2023.
  • 89 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q3 2023.

Based on Econ Financial Services's 13F filing for Q3 2023, filed 9 Nov 2023.