Jackson Creek Investment Advisors’s Towne Bank TOWN Stock Holding History

Jackson Creek Investment Advisors’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
2023 Q1	–	Sell	-29,027	Closed	-$895K	–	369
2022 Q4	$895K	Sell	29,027 -1,130	-4%	-$35K	0.4%	100
2022 Q3	$809K	Sell	30,157 -2,029	-6%	-$58.2K	0.38%	125
2022 Q2	$961K	Sell	32,186 -2,634	-8%	-$75.2K	0.39%	128
2022 Q1	$1.04M	Buy	34,820 +2,028	+6%	+$63.9K	0.38%	135
2021 Q4	$1.04M	Sell	32,792 -2,289	-7%	-$72.9K	0.37%	143
2021 Q3	$1.09M	Buy	35,081 +326	+0.9%	+$9.81K	0.41%	102
2021 Q2	$1.06M	Buy	+34,755	New	+$1.09M	0.39%	118
2020 Q4	–	Sell	-43,482	Closed	-$713K	–	352
2020 Q3	$713K	Buy	+43,482	New	+$773K	0.32%	168

Other funds holding TOWN

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jackson Creek Investment Advisors's TOWN Position: Q1 2023 in Review

Jackson Creek Investment Advisors sold out of Towne Bank (TOWN) in Q1 2023, closing a stake of 29,027 shares — an estimated $895K sold.

Jackson Creek Investment Advisors first reported a position in TOWN in Q3 2020 and held it in 8 quarters. The position peaked at $1.09M in Q3 2021. 194 funds tracked by Wall St. Rank hold TOWN as of Q1 2023.

Jackson Creek Investment Advisors reported no remaining Towne Bank position as of Q1 2023 after selling out during the quarter.
Jackson Creek Investment Advisors sold 29,027 Towne Bank shares in Q1 2023, an estimated $895K.
Jackson Creek Investment Advisors first reported a position in Towne Bank in Q3 2020 and held it in 8 quarters.
Jackson Creek Investment Advisors's Towne Bank position peaked at $1.09M in Q3 2021.
194 funds tracked by Wall St. Rank held Towne Bank as of Q1 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2023, filed 2 May 2023.