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MassMutual Private Wealth & Trust’s Mid Penn Bancorp MPB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio MPB Stock Details MPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,200
Closed -$35.8K – 2337
2024
Q3 		$35.8K Hold
1,200
– – ﹤0.01% 756
2024
Q2 		$26.3K Hold
1,200
– – ﹤0.01% 792
2024
Q1 		$24K Hold
1,200
– – ﹤0.01% 786
2023
Q4 		$29.1K Hold
1,200
– – ﹤0.01% 733
2023
Q3 		$24.2K Hold
1,200
– – ﹤0.01% 757
2023
Q2 		$26.5K Buy
+1,200
New +$27.4K ﹤0.01% 694
2016
Q2 		$796K Buy
+50,044
New +$783K 0.1% 191

Other funds holding MPB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MassMutual Private Wealth & Trust's MPB Position: Q4 2024 in Review

MassMutual Private Wealth & Trust sold out of Mid Penn Bancorp (MPB) in Q4 2024, closing a stake of 1,200 shares — an estimated $35.8K sold.

MassMutual Private Wealth & Trust first reported a position in MPB in Q2 2016 and held it in 7 quarters. The position peaked at $796K in Q2 2016. 112 funds tracked by Wall St. Rank hold MPB as of Q4 2024.

  • MassMutual Private Wealth & Trust reported no remaining Mid Penn Bancorp position as of Q4 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,200 Mid Penn Bancorp shares in Q4 2024, an estimated $35.8K.
  • MassMutual Private Wealth & Trust first reported a position in Mid Penn Bancorp in Q2 2016 and held it in 7 quarters.
  • MassMutual Private Wealth & Trust's Mid Penn Bancorp position peaked at $796K in Q2 2016.
  • 112 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q4 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.