Ergoteles’s Ohio Valley Banc Corp OVBC Stock Holding History

Ergoteles’s Portfolio OVBC Stock Details OVBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,680	Closed	-$229K	–	1631
2022 Q4	$229K	Sell	8,680 -765	-8%	-$20.5K	0.01%	1019
2022 Q3	$263K	Buy	+9,445	New	+$280K	0.01%	1045
2022 Q2	–	Sell	-9,282	Closed	-$280K	–	1907
2022 Q1	$280K	Sell	9,282 -4,269	-32%	-$129K	0.01%	864
2021 Q4	$394K	Sell	13,551 -4,958	-27%	-$140K	0.02%	737
2021 Q3	$505K	Sell	18,509 -91	-0.5%	-$2.37K	0.02%	572
2021 Q2	$455K	Buy	+18,600	New	+$435K	0.01%	858

Other funds holding OVBC

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

AWC

Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Ergoteles's OVBC Position: Q1 2023 in Review

Ergoteles sold out of Ohio Valley Banc Corp (OVBC) in Q1 2023, closing a stake of 8,680 shares — an estimated $229K sold.

Ergoteles first reported a position in OVBC in Q2 2021 and held it in 6 quarters. The position peaked at $505K in Q3 2021. 23 funds tracked by Wall St. Rank hold OVBC as of Q1 2023.

Ergoteles reported no remaining Ohio Valley Banc Corp position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 8,680 Ohio Valley Banc Corp shares in Q1 2023, an estimated $229K.
Ergoteles first reported a position in Ohio Valley Banc Corp in Q2 2021 and held it in 6 quarters.
Ergoteles's Ohio Valley Banc Corp position peaked at $505K in Q3 2021.
23 funds tracked by Wall St. Rank held Ohio Valley Banc Corp as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.