EMFAT
HVBC

Emerald Mutual Fund Advisers Trust’s HV Bancorp, Inc. Common Stock HVBC Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio HVBC Stock Details HVBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,369
Closed -$236K – 247
2022
Q3 		$236K Buy
+11,369
New +$241K 0.01% 179

Other funds holding HVBC

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BFM
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CL
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MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
KTC
Kistler-Tiffany Companies Berwyn, Pennsylvania $616M AUM 16.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's HVBC Position: Q4 2022 in Review

Emerald Mutual Fund Advisers Trust sold out of HV Bancorp, Inc. Common Stock (HVBC) in Q4 2022, closing a stake of 11,369 shares — an estimated $236K sold.

Emerald Mutual Fund Advisers Trust first reported a position in HVBC in Q3 2022 and held it in 1 quarter. The position peaked at $236K in Q3 2022. 15 funds tracked by Wall St. Rank hold HVBC as of Q4 2022.

  • Emerald Mutual Fund Advisers Trust reported no remaining HV Bancorp, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 11,369 HV Bancorp, Inc. Common Stock shares in Q4 2022, an estimated $236K.
  • Emerald Mutual Fund Advisers Trust first reported a position in HV Bancorp, Inc. Common Stock in Q3 2022 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's HV Bancorp, Inc. Common Stock position peaked at $236K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held HV Bancorp, Inc. Common Stock as of Q4 2022.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2022, filed 3 Feb 2023.