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Eudaimonia Partners’s Towne Bank TOWN Stock Holding History

Eudaimonia Partners’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$317K Hold
11,287
– – 0.08% 191
2023
Q4 		$336K Buy
+11,287
New +$293K 0.09% 175
2023
Q1 		– Sell
-11,867
Closed -$366K – 379
2022
Q4 		$366K Buy
+11,867
New +$368K 0.09% 220

Other funds holding TOWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eudaimonia Partners's TOWN Position: Q1 2024 in Review

Eudaimonia Partners held its Towne Bank (TOWN) position steady in Q1 2024 at 11,287 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #191.

Eudaimonia Partners first reported a position in TOWN in Q4 2022 and has held it in 3 quarters since. The position peaked at $366K in Q4 2022. 211 funds tracked by Wall St. Rank hold TOWN as of Q1 2024.

  • Eudaimonia Partners held 11,287 shares of Towne Bank worth $317K as of Q1 2024.
  • Eudaimonia Partners left its Towne Bank share count unchanged in Q1 2024.
  • Towne Bank made up 0.08% of Eudaimonia Partners's portfolio in Q1 2024, its #191 holding.
  • Eudaimonia Partners first reported a position in Towne Bank in Q4 2022 and has held it in 3 quarters since.
  • Eudaimonia Partners's Towne Bank position peaked at $366K in Q4 2022.
  • 211 funds tracked by Wall St. Rank held Towne Bank as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.