IP
MBCN

Investment Partners’s Middlefield Banc Corp MBCN Stock Holding History

Investment Partners’s Portfolio MBCN Stock Details MBCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,972
Closed -$216K – 199
2022
Q3 		$216K Buy
+7,972
New +$212K 0.06% 243

Other funds holding MBCN

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Investment Partners's MBCN Position: Q4 2022 in Review

Investment Partners sold out of Middlefield Banc Corp (MBCN) in Q4 2022, closing a stake of 7,972 shares — an estimated $216K sold.

Investment Partners first reported a position in MBCN in Q3 2022 and held it in 1 quarter. The position peaked at $216K in Q3 2022. 41 funds tracked by Wall St. Rank hold MBCN as of Q4 2022.

  • Investment Partners reported no remaining Middlefield Banc Corp position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 7,972 Middlefield Banc Corp shares in Q4 2022, an estimated $216K.
  • Investment Partners first reported a position in Middlefield Banc Corp in Q3 2022 and held it in 1 quarter.
  • Investment Partners's Middlefield Banc Corp position peaked at $216K in Q3 2022.
  • 41 funds tracked by Wall St. Rank held Middlefield Banc Corp as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.