JC
MVBF icon

JCSD Capital’s MVB Financial MVBF Stock Holding History

JCSD Capital’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,800
Closed -$134K – 69
2022
Q3 		$134K Sell
4,800
-24,151
-83% -$776K 0.18% 47
2022
Q2 		$901K Sell
28,951
-59,866
-67% -$2.26M 1.04% 33
2022
Q1 		$3.69M Buy
88,817
+23,249
+35% +$933K 3.57% 6
2021
Q4 		$2.72M Buy
65,568
+41,020
+167% +$1.73M 2.6% 16
2021
Q3 		$1.05M Hold
24,548
– – 1% 35
2021
Q2 		$1.05M Hold
24,548
– – 0.94% 41
2021
Q1 		$830K Hold
24,548
– – 0.8% 38
2020
Q4 		$557K Buy
+24,548
New +$466K 0.63% 38

Other funds holding MVBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

JCSD Capital's MVBF Position: Q4 2022 in Review

JCSD Capital sold out of MVB Financial (MVBF) in Q4 2022, closing a stake of 4,800 shares — an estimated $134K sold.

JCSD Capital first reported a position in MVBF in Q4 2020 and held it in 8 quarters. The position peaked at $3.69M in Q1 2022. 71 funds tracked by Wall St. Rank hold MVBF as of Q4 2022.

  • JCSD Capital reported no remaining MVB Financial position as of Q4 2022 after selling out during the quarter.
  • JCSD Capital sold 4,800 MVB Financial shares in Q4 2022, an estimated $134K.
  • JCSD Capital first reported a position in MVB Financial in Q4 2020 and held it in 8 quarters.
  • JCSD Capital's MVB Financial position peaked at $3.69M in Q1 2022.
  • 71 funds tracked by Wall St. Rank held MVB Financial as of Q4 2022.

Based on JCSD Capital's 13F filing for Q4 2022, filed 19 Jan 2023.