KCM
EVBN

Kennedy Capital Management’s Evans Bancorp Inc EVBN Stock Holding History

Kennedy Capital Management’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
Q2 		– Sell
-21,966
Closed -$656K – 761
2024
Q1 		$656K Hold
21,966
– – 0.01% 643
2023
Q4 		$693K Buy
21,966
+11
+0.1% +$308 0.02% 614
2023
Q3 		$588K Buy
21,955
+3,770
+21% +$105K 0.01% 604
2023
Q2 		$453K Hold
18,185
– – 0.01% 611
2023
Q1 		$610K Buy
18,185
+12
+0.1% +$455 0.02% 539
2022
Q4 		$679K Buy
18,173
+5,769
+47% +$216K 0.02% 530
2022
Q3 		$455K Buy
+12,404
New +$454K 0.01% 556
2018
Q2 		– Sell
-4,687
Closed -$212K – 786
2018
Q1 		$212K Buy
+4,687
New +$202K ﹤0.01% 722
2017
Q1 		– Sell
-71,311
Closed -$2.25M – 765
2016
Q4 		$2.25M Buy
71,311
+129
+0.2% +$3.94K 0.04% 578
2016
Q3 		$1.95M Buy
71,182
+949
+1% +$24.9K 0.04% 572
2016
Q2 		$1.73M Sell
70,233
-154
-0.2% -$3.75K 0.04% 590
2016
Q1 		$1.72M Hold
70,387
– – 0.03% 608
2015
Q4 		$1.81M Hold
70,387
– – 0.04% 589
2015
Q3 		$1.75M Sell
70,387
-2,388
-3% -$56.4K 0.04% 595
2015
Q2 		$1.76M Buy
72,775
+33,755
+87% +$818K 0.03% 610
2015
Q1 		$968K Buy
39,020
+408
+1% +$9.91K 0.02% 655
2014
Q4 		$939K Buy
38,612
+791
+2% +$18.5K 0.02% 665
2014
Q3 		$872K Buy
37,821
+800
+2% +$18.6K 0.02% 670
2014
Q2 		$857K Buy
37,021
+1,447
+4% +$33.1K 0.02% 658
2014
Q1 		$809K Buy
35,574
+879
+3% +$20K 0.02% 656
2013
Q4 		$732K Buy
+34,695
New +$714K 0.01% 671

Other funds holding EVBN

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kennedy Capital Management's EVBN Position: Q2 2024 in Review

Kennedy Capital Management sold out of Evans Bancorp Inc (EVBN) in Q2 2024, closing a stake of 21,966 shares — an estimated $656K sold.

Kennedy Capital Management first reported a position in EVBN in Q4 2013 and held it in 21 quarters. The position peaked at $2.25M in Q4 2016. 64 funds tracked by Wall St. Rank hold EVBN as of Q2 2024.

  • Kennedy Capital Management reported no remaining Evans Bancorp Inc position as of Q2 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 21,966 Evans Bancorp Inc shares in Q2 2024, an estimated $656K.
  • Kennedy Capital Management first reported a position in Evans Bancorp Inc in Q4 2013 and held it in 21 quarters.
  • Kennedy Capital Management's Evans Bancorp Inc position peaked at $2.25M in Q4 2016.
  • 64 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q2 2024.

Based on Kennedy Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.