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Hoover Financial Advisors’s Meridian MRBK Stock Holding History

Hoover Financial Advisors’s Portfolio MRBK Stock Details MRBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$103K Sell
7,848
-186
-2% -$2.44K 0.02% 202
2021
Q1 		$104K Buy
8,034
+2,034
+34% +$23.9K 0.02% 190
2020
Q4 		$64K Buy
+6,000
New +$57.1K 0.02% 218

Other funds holding MRBK

ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Hoover Financial Advisors's MRBK Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Meridian (MRBK) stake by 2.3% in Q2 2021, selling an estimated $2.44K and leaving 7,848 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #202.

Hoover Financial Advisors first reported a position in MRBK in Q4 2020 and has held it in 3 quarters since. The position peaked at $104K in Q1 2021. 52 funds tracked by Wall St. Rank hold MRBK as of Q2 2021.

  • Hoover Financial Advisors held 7,848 shares of Meridian worth $103K as of Q2 2021.
  • Hoover Financial Advisors sold 186 Meridian shares in Q2 2021, an estimated $2.44K.
  • Meridian made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #202 holding.
  • Hoover Financial Advisors first reported a position in Meridian in Q4 2020 and has held it in 3 quarters since.
  • Hoover Financial Advisors's Meridian position peaked at $104K in Q1 2021.
  • 52 funds tracked by Wall St. Rank held Meridian as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.