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EVBN

Ergoteles’s Evans Bancorp Inc EVBN Stock Holding History

Ergoteles’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
Q1 		– Sell
-8,411
Closed -$339K – 1693
2021
Q4 		$339K Sell
8,411
-10,581
-56% -$419K 0.01% 806
2021
Q3 		$727K Buy
18,992
+204
+1% +$7.85K 0.03% 464
2021
Q2 		$697K Buy
+18,788
New +$686K 0.02% 644

Other funds holding EVBN

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Ergoteles's EVBN Position: Q1 2022 in Review

Ergoteles sold out of Evans Bancorp Inc (EVBN) in Q1 2022, closing a stake of 8,411 shares — an estimated $339K sold.

Ergoteles first reported a position in EVBN in Q2 2021 and held it in 3 quarters. The position peaked at $727K in Q3 2021. 53 funds tracked by Wall St. Rank hold EVBN as of Q1 2022.

  • Ergoteles reported no remaining Evans Bancorp Inc position as of Q1 2022 after selling out during the quarter.
  • Ergoteles sold 8,411 Evans Bancorp Inc shares in Q1 2022, an estimated $339K.
  • Ergoteles first reported a position in Evans Bancorp Inc in Q2 2021 and held it in 3 quarters.
  • Ergoteles's Evans Bancorp Inc position peaked at $727K in Q3 2021.
  • 53 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q1 2022.

Based on Ergoteles's 13F filing for Q1 2022, filed 13 May 2022.