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Endicott Management’s Bankwell Financial Group BWFG Stock Holding History

Endicott Management’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-635,404
Closed -$9.7M – 8
2020
Q1 		$9.7M Buy
+635,404
New +$16M 13.56% 4

Other funds holding BWFG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Endicott Management's BWFG Position: Q2 2022 in Review

Endicott Management sold out of Bankwell Financial Group (BWFG) in Q2 2022, closing a stake of 346,419 shares — an estimated $11.7M sold.

Endicott Management first reported a position in BWFG in Q2 2014 and held it in 31 quarters. The position peaked at $25.5M in Q3 2017. 68 funds tracked by Wall St. Rank hold BWFG as of Q2 2022.

  • Endicott Management reported no remaining Bankwell Financial Group position as of Q2 2022 after selling out during the quarter.
  • Endicott Management sold 346,419 Bankwell Financial Group shares in Q2 2022, an estimated $11.7M.
  • Endicott Management first reported a position in Bankwell Financial Group in Q2 2014 and held it in 31 quarters.
  • Endicott Management's Bankwell Financial Group position peaked at $25.5M in Q3 2017.
  • 68 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2022.

Based on Endicott Management's 13F filing for Q2 2022.