Ken Fisher’s Mercantile Bank Corp MBWM Stock Holding History

Ken Fisher’s Portfolio MBWM Stock Details MBWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-333	Closed	-$10.3K	–	1068
2023 Q3	$10.3K	Buy	+333	New	+$10.9K	﹤0.01%	1094

Other funds holding MBWM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

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

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ken Fisher's MBWM Position: Q4 2023 in Review

Ken Fisher sold out of Mercantile Bank Corp (MBWM) in Q4 2023, closing a stake of 333 shares — an estimated $10.3K sold.

Ken Fisher first reported a position in MBWM in Q3 2023 and held it in 1 quarter. The position peaked at $10.3K in Q3 2023. 141 funds tracked by Wall St. Rank hold MBWM as of Q4 2023.

Ken Fisher reported no remaining Mercantile Bank Corp position as of Q4 2023 after selling out during the quarter.
Ken Fisher sold 333 Mercantile Bank Corp shares in Q4 2023, an estimated $10.3K.
Ken Fisher first reported a position in Mercantile Bank Corp in Q3 2023 and held it in 1 quarter.
Ken Fisher's Mercantile Bank Corp position peaked at $10.3K in Q3 2023.
141 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.