Envestnet Asset Management
EVBN

Envestnet Asset Management’s Evans Bancorp Inc EVBN Stock Holding History

Envestnet Asset Management’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
2022
Q4 		– Sell
-33,808
Closed -$1.24M – 4093
2022
Q3 		$1.24M Sell
33,808
-2,801
-8% -$102K ﹤0.01% 2392
2022
Q2 		$1.24M Buy
36,609
+555
+2% +$20.5K ﹤0.01% 2422
2022
Q1 		$1.37M Buy
36,054
+39
+0.1% +$1.58K ﹤0.01% 2428
2021
Q4 		$1.45M Sell
36,015
-66
-0.2% -$2.61K ﹤0.01% 2373
2021
Q3 		$1.38M Sell
36,081
-3,101
-8% -$119K ﹤0.01% 2336
2021
Q2 		$1.45M Sell
39,182
-1,924
-5% -$70.2K ﹤0.01% 2281
2021
Q1 		$1.39M Buy
41,106
+24,076
+141% +$755K ﹤0.01% 2179
2020
Q4 		$469K Buy
17,030
+4,218
+33% +$108K ﹤0.01% 2690
2020
Q3 		$285K Sell
12,812
-173
-1% -$3.97K ﹤0.01% 2751
2020
Q2 		$302K Sell
12,985
-654
-5% -$16.1K ﹤0.01% 2679
2020
Q1 		$332K Buy
+13,639
New +$482K ﹤0.01% 2506

Other funds holding EVBN

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return

Envestnet Asset Management's EVBN Position: Q4 2022 in Review

Envestnet Asset Management sold out of Evans Bancorp Inc (EVBN) in Q4 2022, closing a stake of 33,808 shares — an estimated $1.24M sold.

Envestnet Asset Management first reported a position in EVBN in Q1 2020 and held it in 11 quarters. The position peaked at $1.45M in Q2 2021. 51 funds tracked by Wall St. Rank hold EVBN as of Q4 2022.

  • Envestnet Asset Management reported no remaining Evans Bancorp Inc position as of Q4 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 33,808 Evans Bancorp Inc shares in Q4 2022, an estimated $1.24M.
  • Envestnet Asset Management first reported a position in Evans Bancorp Inc in Q1 2020 and held it in 11 quarters.
  • Envestnet Asset Management's Evans Bancorp Inc position peaked at $1.45M in Q2 2021.
  • 51 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q4 2022.

Based on Envestnet Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.