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Lawrence B. Seidman’s Bankwell Financial Group BWFG Stock Holding History

Lawrence B. Seidman’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$13.7M Hold
700,773
– – 17.18% 1
2020
Q3 		$9.92M Hold
700,773
– – 15.19% 1
2020
Q2 		$11.1M Hold
700,773
– – 15.09% 1
2020
Q1 		$10.7M Hold
700,773
– – 13.06% 2
2019
Q4 		$20.2M Hold
700,773
– – 19.15% 1
2019
Q3 		$19.3M Sell
700,773
-2,525
-0.4% -$68.8K 17.5% 1
2019
Q2 		$20.2M Buy
703,298
+5,141
+0.7% +$151K 16.73% 1
2019
Q1 		$20.4M Buy
698,157
+126,112
+22% +$3.69M 16.57% 1
2018
Q4 		$16.4M Buy
572,045
+379,124
+197% +$11.1M 12.88% 1
2018
Q3 		$6.05M Buy
192,921
+61,182
+46% +$1.95M 4.62% 9
2018
Q2 		$4.24M Buy
131,739
+23,900
+22% +$755K 3.23% 12
2018
Q1 		$3.48M Buy
107,839
+345
+0.3% +$11.5K 2.65% 13
2017
Q4 		$3.69M Sell
107,494
-16,487
-13% -$583K 2.82% 12
2017
Q3 		$4.58M Sell
123,981
-60,189
-33% -$2M 3.23% 11
2017
Q2 		$5.75M Buy
184,170
+48,000
+35% +$1.62M 3.54% 10
2017
Q1 		$4.68M Hold
136,170
– – 3.11% 12
2016
Q4 		$4.43M Hold
136,170
– – 3.12% 13
2016
Q3 		$3.23M Hold
136,170
– – 2.26% 14
2016
Q2 		$3M Sell
136,170
-9,084
-6% -$191K 2.06% 15
2016
Q1 		$2.84M Buy
145,254
+106,454
+274% +$2.09M 1.9% 17
2015
Q4 		$770K Buy
+38,800
New +$744K 0.5% 25

Other funds holding BWFG

EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lawrence B. Seidman's BWFG Position: Q4 2020 in Review

Lawrence B. Seidman held its Bankwell Financial Group (BWFG) position steady in Q4 2020 at 700,773 shares worth $13.7M. The position accounts for 17.18% of the portfolio, ranked #1.

Lawrence B. Seidman first reported a position in BWFG in Q4 2015 and has held it in 21 quarters since. The position peaked at $20.4M in Q1 2019. 48 funds tracked by Wall St. Rank hold BWFG as of Q4 2020.

  • Lawrence B. Seidman held 700,773 shares of Bankwell Financial Group worth $13.7M as of Q4 2020.
  • Lawrence B. Seidman left its Bankwell Financial Group share count unchanged in Q4 2020.
  • Bankwell Financial Group made up 17.18% of Lawrence B. Seidman's portfolio in Q4 2020, its #1 holding.
  • Lawrence B. Seidman first reported a position in Bankwell Financial Group in Q4 2015 and has held it in 21 quarters since.
  • Lawrence B. Seidman's Bankwell Financial Group position peaked at $20.4M in Q1 2019.
  • 48 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q4 2020.

Based on Lawrence B. Seidman's 13F filing for Q4 2020, filed 8 Feb 2021.