Jim Simons
EVBN

Jim Simons’s Evans Bancorp Inc EVBN Stock Holding History

Jim Simons’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
-10,400
Closed -$328K – 4160
2023
Q4 		$328K Buy
+10,400
New +$291K ﹤0.01% 2950
2023
Q1 		– Sell
-13,739
Closed -$514K – 4478
2022
Q4 		$514K Buy
+13,739
New +$514K ﹤0.01% 2937
2022
Q2 		– Sell
-10,283
Closed -$391K – 4639
2022
Q1 		$391K Buy
10,283
+2,734
+36% +$111K ﹤0.01% 3339
2021
Q4 		$304K Buy
+7,549
New +$299K ﹤0.01% 3338
2021
Q3 		– Sell
-17,983
Closed -$667K – 3926
2021
Q2 		$667K Sell
17,983
-12,000
-40% -$438K ﹤0.01% 2845
2021
Q1 		$1.02M Sell
29,983
-6,499
-18% -$204K ﹤0.01% 2605
2020
Q4 		$1M Buy
36,482
+13,551
+59% +$347K ﹤0.01% 2494
2020
Q3 		$510K Sell
22,931
-12,352
-35% -$283K ﹤0.01% 2806
2020
Q2 		$821K Buy
35,283
+2,160
+7% +$53K ﹤0.01% 2647
2020
Q1 		$805K Sell
33,123
-16,808
-34% -$594K ﹤0.01% 2529
2019
Q4 		$2M Buy
49,931
+5,131
+11% +$200K ﹤0.01% 2329
2019
Q3 		$1.68M Buy
44,800
+5,726
+15% +$204K ﹤0.01% 2371
2019
Q2 		$1.47M Sell
39,074
-926
-2% -$33.2K ﹤0.01% 2503
2019
Q1 		$1.43M Sell
40,000
-1,611
-4% -$56.4K ﹤0.01% 2496
2018
Q4 		$1.35M Sell
41,611
-3,189
-7% -$131K ﹤0.01% 2436
2018
Q3 		$2.1M Sell
44,800
-9,100
-17% -$428K ﹤0.01% 2243
2018
Q2 		$2.48M Buy
53,900
+10,000
+23% +$462K ﹤0.01% 2159
2018
Q1 		$1.99M Buy
43,900
+2,800
+7% +$121K ﹤0.01% 2331
2017
Q4 		$1.72M Buy
41,100
+5,500
+15% +$235K ﹤0.01% 2424
2017
Q3 		$1.54M Buy
35,600
+200
+0.6% +$8.27K ﹤0.01% 2405
2017
Q2 		$1.41M Buy
35,400
+20,890
+144% +$812K ﹤0.01% 2435
2017
Q1 		$557K Buy
14,510
+8,110
+127% +$306K ﹤0.01% 2741
2016
Q4 		$202K Buy
+6,400
New +$196K ﹤0.01% 3001

Other funds holding EVBN

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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 $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Jim Simons's EVBN Position: Q1 2024 in Review

Jim Simons sold out of Evans Bancorp Inc (EVBN) in Q1 2024, closing a stake of 10,400 shares — an estimated $328K sold.

Jim Simons first reported a position in EVBN in Q4 2016 and held it in 23 quarters. The position peaked at $2.48M in Q2 2018. 59 funds tracked by Wall St. Rank hold EVBN as of Q1 2024.

  • Jim Simons reported no remaining Evans Bancorp Inc position as of Q1 2024 after selling out during the quarter.
  • Jim Simons sold 10,400 Evans Bancorp Inc shares in Q1 2024, an estimated $328K.
  • Jim Simons first reported a position in Evans Bancorp Inc in Q4 2016 and held it in 23 quarters.
  • Jim Simons's Evans Bancorp Inc position peaked at $2.48M in Q2 2018.
  • 59 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q1 2024.

Based on Renaissance Technologies's 13F filing for Q1 2024, filed 13 May 2024.