Kennedy Capital Management’s Meridian MRBK Stock Holding History

Kennedy Capital Management’s Portfolio MRBK Stock Details MRBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-45,358	Closed	-$834K	–	621
2021 Q4	$834K	Sell	45,358 -68	-0.1%	-$1.12K	0.02%	531
2021 Q3	$653K	Sell	45,426 -6,634	-13%	-$90K	0.01%	557
2021 Q2	$683K	Buy	52,060 +62	+0.1%	+$815	0.01%	552
2021 Q1	$676K	Buy	51,998 +23,686	+84%	+$278K	0.01%	577
2020 Q4	$294K	Sell	28,312 -14,400	-34%	-$137K	0.01%	633
2020 Q3	$344K	Buy	42,712 +314	+0.7%	+$2.35K	0.01%	613
2020 Q2	$336K	Buy	42,398 +1,480	+4%	+$11.3K	0.01%	619
2020 Q1	$280K	Hold	40,918	–	–	0.01%	635
2019 Q4	$413K	Hold	40,918	–	–	0.01%	662
2019 Q3	$363K	Buy	+40,918	New	+$358K	0.01%	658
2018 Q3	–	Sell	-164,746	Closed	-$1.5M	–	747
2018 Q2	$1.5M	Hold	164,746	–	–	0.03%	633
2018 Q1	$1.45M	Sell	164,746 -3,824	-2%	-$35.1K	0.03%	636
2017 Q4	$1.68M	Buy	+168,570	New	+$1.59M	0.03%	634

Other funds holding MRBK

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

BFC

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

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

ROC

River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Kennedy Capital Management's MRBK Position: Q1 2022 in Review

Kennedy Capital Management sold out of Meridian (MRBK) in Q1 2022, closing a stake of 45,358 shares — an estimated $834K sold.

Kennedy Capital Management first reported a position in MRBK in Q4 2017 and held it in 13 quarters. The position peaked at $1.68M in Q4 2017. 50 funds tracked by Wall St. Rank hold MRBK as of Q1 2022.

Kennedy Capital Management reported no remaining Meridian position as of Q1 2022 after selling out during the quarter.
Kennedy Capital Management sold 45,358 Meridian shares in Q1 2022, an estimated $834K.
Kennedy Capital Management first reported a position in Meridian in Q4 2017 and held it in 13 quarters.
Kennedy Capital Management's Meridian position peaked at $1.68M in Q4 2017.
50 funds tracked by Wall St. Rank held Meridian as of Q1 2022.

Based on Kennedy Capital Management's 13F filing for Q1 2022, filed 16 May 2022.