MPWT
EVBN

MassMutual Private Wealth & Trust’s Evans Bancorp Inc EVBN Stock Holding History

MassMutual Private Wealth & Trust’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
-19
Closed -$567 – 2244
2024
Q1 		$567 Hold
19
– – ﹤0.01% 1843
2023
Q4 		$599 Buy
+19
New +$532 ﹤0.01% 1782

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

MassMutual Private Wealth & Trust's EVBN Position: Q2 2024 in Review

MassMutual Private Wealth & Trust sold out of Evans Bancorp Inc (EVBN) in Q2 2024, closing a stake of 19 shares — an estimated $567 sold.

MassMutual Private Wealth & Trust first reported a position in EVBN in Q4 2023 and held it in 2 quarters. The position peaked at $599 in Q4 2023. 64 funds tracked by Wall St. Rank hold EVBN as of Q2 2024.

  • MassMutual Private Wealth & Trust reported no remaining Evans Bancorp Inc position as of Q2 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 19 Evans Bancorp Inc shares in Q2 2024, an estimated $567.
  • MassMutual Private Wealth & Trust first reported a position in Evans Bancorp Inc in Q4 2023 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Evans Bancorp Inc position peaked at $599 in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q2 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2024, filed 2 Jul 2024.