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M&R Capital Management’s 1st Source SRCE Stock Holding History

M&R Capital Management’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$4.47K Buy
75
+37
+97% +$2.18K ﹤0.01% 469
2024
Q2 		$2.02K Hold
38
– – ﹤0.01% 489
2024
Q1 		$1.97K Buy
38
+1
+3% +$51 ﹤0.01% 498
2023
Q4 		$2.06K Hold
37
– – ﹤0.01% 551
2023
Q3 		$1.57K Hold
37
– – ﹤0.01% 555
2023
Q2 		$1.55K Buy
37
+1
+3% +$43 ﹤0.01% 562
2023
Q1 		$1.59K Buy
36
+7
+24% +$342 ﹤0.01% 553
2022
Q4 		$1.58K Buy
+29
New +$1.58K ﹤0.01% 526

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

M&R Capital Management's SRCE Position: Q3 2024 in Review

M&R Capital Management increased its 1st Source (SRCE) stake by 97% in Q3 2024, buying an estimated $2.18K and bringing the position to 75 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

M&R Capital Management first reported a position in SRCE in Q4 2022 and has held it in 8 quarters since. 186 funds tracked by Wall St. Rank hold SRCE as of Q3 2024.

  • M&R Capital Management held 75 shares of 1st Source worth $4.47K as of Q3 2024.
  • M&R Capital Management bought 37 1st Source shares in Q3 2024, an estimated $2.18K.
  • 1st Source made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #469 holding.
  • M&R Capital Management first reported a position in 1st Source in Q4 2022 and has held it in 8 quarters since.
  • 186 funds tracked by Wall St. Rank held 1st Source as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.