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Mesirow Financial Investment Management’s John Marshall Bancorp JMSB Stock Holding History

Mesirow Financial Investment Management’s Portfolio JMSB Stock Details JMSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,399
Closed -$203K – 88
2023
Q1 		$203K Hold
9,399
– – 0.84% 68
2022
Q4 		$271K Buy
+9,399
New +$262K 1.14% 44

Other funds holding JMSB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mesirow Financial Investment Management sold out of John Marshall Bancorp (JMSB) in Q2 2023, closing a stake of 9,399 shares — an estimated $203K sold.

Mesirow Financial Investment Management first reported a position in JMSB in Q4 2022 and held it in 2 quarters. The position peaked at $271K in Q4 2022. 51 funds tracked by Wall St. Rank hold JMSB as of Q2 2023.

  • Mesirow Financial Investment Management reported no remaining John Marshall Bancorp position as of Q2 2023 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 9,399 John Marshall Bancorp shares in Q2 2023, an estimated $203K.
  • Mesirow Financial Investment Management first reported a position in John Marshall Bancorp in Q4 2022 and held it in 2 quarters.
  • Mesirow Financial Investment Management's John Marshall Bancorp position peaked at $271K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2023.

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