Ergoteles’s Merchants Bancorp MBIN Stock Holding History

Ergoteles’s Portfolio MBIN Stock Details MBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-13,518	Closed	-$427K	–	1466
2021 Q4	$427K	Buy	+13,518	New	+$406K	0.02%	703

Other funds holding MBIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Ergoteles's MBIN Position: Q1 2022 in Review

Ergoteles sold out of Merchants Bancorp (MBIN) in Q1 2022, closing a stake of 13,518 shares — an estimated $427K sold.

Ergoteles first reported a position in MBIN in Q4 2021 and held it in 1 quarter. The position peaked at $427K in Q4 2021. 121 funds tracked by Wall St. Rank hold MBIN as of Q1 2022.

Ergoteles reported no remaining Merchants Bancorp position as of Q1 2022 after selling out during the quarter.
Ergoteles sold 13,518 Merchants Bancorp shares in Q1 2022, an estimated $427K.
Ergoteles first reported a position in Merchants Bancorp in Q4 2021 and held it in 1 quarter.
Ergoteles's Merchants Bancorp position peaked at $427K in Q4 2021.
121 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2022.

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