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Mesirow Financial Investment Management’s Bridgewater Bancshares BWB Stock Holding History

Mesirow Financial Investment Management’s Portfolio BWB Stock Details BWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24,588
Closed -$267K – 85
2023
Q1 		$267K Buy
24,588
+695
+3% +$10.2K 1.1% 46
2022
Q4 		$424K Hold
23,893
– – 1.78% 16
2022
Q3 		$394K Hold
23,893
– – 1.87% 10
2022
Q2 		$386K Sell
23,893
-62
-0.3% -$996 1.87% 10
2022
Q1 		$400K Sell
23,955
-7,048
-23% -$123K 1.35% 32
2021
Q4 		$548K Hold
31,003
– – 1.58% 25
2021
Q3 		$543K Sell
31,003
-863
-3% -$14K 1.6% 16
2021
Q2 		$515K Buy
31,866
+382
+1% +$6.4K 1.32% 32
2021
Q1 		$508K Sell
31,484
-419
-1% -$6.19K 1.38% 24
2020
Q4 		$398K Buy
31,903
+149
+0.5% +$1.72K 1.26% 44
2020
Q3 		$301K Buy
31,754
+6,845
+27% +$65.5K 1.29% 44
2020
Q2 		$255K Buy
24,909
+491
+2% +$4.75K 1.2% 51
2020
Q1 		$238K Sell
24,418
-12,750
-34% -$156K 1.5% 38
2019
Q4 		$512K Sell
37,168
-1,215
-3% -$15.4K 2.16% 5
2019
Q3 		$458K Sell
38,383
-23,083
-38% -$268K 1.93% 16
2019
Q2 		$716K Buy
61,466
+6,636
+12% +$72.3K 2.61% 4
2019
Q1 		$565K Buy
54,830
+17,466
+47% +$191K 2.25% 8
2018
Q4 		$394K Buy
37,364
+7,494
+25% +$86.6K 2.54% 7
2018
Q3 		$389K Buy
+29,870
New +$383K 2.01% 20

Other funds holding BWB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mesirow Financial Investment Management's BWB Position: Q2 2023 in Review

Mesirow Financial Investment Management sold out of Bridgewater Bancshares (BWB) in Q2 2023, closing a stake of 24,588 shares — an estimated $267K sold.

Mesirow Financial Investment Management first reported a position in BWB in Q3 2018 and held it in 19 quarters. The position peaked at $716K in Q2 2019. 94 funds tracked by Wall St. Rank hold BWB as of Q2 2023.

  • Mesirow Financial Investment Management reported no remaining Bridgewater Bancshares position as of Q2 2023 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 24,588 Bridgewater Bancshares shares in Q2 2023, an estimated $267K.
  • Mesirow Financial Investment Management first reported a position in Bridgewater Bancshares in Q3 2018 and held it in 19 quarters.
  • Mesirow Financial Investment Management's Bridgewater Bancshares position peaked at $716K in Q2 2019.
  • 94 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2023.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2023, filed 17 Jul 2023.