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EVBN

Fourthstone LLC’s Evans Bancorp Inc EVBN Stock Holding History

Fourthstone LLC’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
2024
Q1 		– Sell
-84,955
Closed -$2.68M – 62
2023
Q4 		$2.68M Sell
84,955
-41,130
-33% -$1.15M 0.54% 41
2023
Q3 		$3.38M Sell
126,085
-35,916
-22% -$997K 0.77% 35
2023
Q2 		$4.04M Sell
162,001
-111,221
-41% -$3.01M 1.07% 26
2023
Q1 		$9.17M Sell
273,222
-151,285
-36% -$5.73M 3.23% 15
2022
Q4 		$15.9M Buy
424,507
+171,888
+68% +$6.43M 4.17% 8
2022
Q3 		$9.26M Buy
252,619
+227,237
+895% +$8.31M 2.97% 11
2022
Q2 		$863K Buy
+25,382
New +$938K 0.34% 31

Other funds holding EVBN

FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return

Fourthstone LLC's EVBN Position: Q1 2024 in Review

Fourthstone LLC sold out of Evans Bancorp Inc (EVBN) in Q1 2024, closing a stake of 84,955 shares — an estimated $2.68M sold.

Fourthstone LLC first reported a position in EVBN in Q2 2022 and held it in 7 quarters. The position peaked at $15.9M in Q4 2022. 59 funds tracked by Wall St. Rank hold EVBN as of Q1 2024.

  • Fourthstone LLC reported no remaining Evans Bancorp Inc position as of Q1 2024 after selling out during the quarter.
  • Fourthstone LLC sold 84,955 Evans Bancorp Inc shares in Q1 2024, an estimated $2.68M.
  • Fourthstone LLC first reported a position in Evans Bancorp Inc in Q2 2022 and held it in 7 quarters.
  • Fourthstone LLC's Evans Bancorp Inc position peaked at $15.9M in Q4 2022.
  • 59 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q1 2024.

Based on Fourthstone LLC's 13F filing for Q1 2024, filed 14 May 2024.