MSS
BHB icon

Mitchell Sinkler & Starr’s Bar Harbor Bankshares BHB Stock Holding History

Mitchell Sinkler & Starr’s Portfolio BHB Stock Details BHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,750
Closed -$668K – 188
2023
Q4 		$668K Buy
+22,750
New +$596K 0.12% 117
2013
Q3 		– Sell
-43,988
Closed -$715K – 90
2013
Q2 		$715K Buy
+43,988
New +$696K 0.16% 99

Other funds holding BHB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mitchell Sinkler & Starr's BHB Position: Q1 2024 in Review

Mitchell Sinkler & Starr sold out of Bar Harbor Bankshares (BHB) in Q1 2024, closing a stake of 22,750 shares — an estimated $668K sold.

Mitchell Sinkler & Starr first reported a position in BHB in Q2 2013 and held it in 2 quarters. The position peaked at $715K in Q2 2013. 110 funds tracked by Wall St. Rank hold BHB as of Q1 2024.

  • Mitchell Sinkler & Starr reported no remaining Bar Harbor Bankshares position as of Q1 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 22,750 Bar Harbor Bankshares shares in Q1 2024, an estimated $668K.
  • Mitchell Sinkler & Starr first reported a position in Bar Harbor Bankshares in Q2 2013 and held it in 2 quarters.
  • Mitchell Sinkler & Starr's Bar Harbor Bankshares position peaked at $715K in Q2 2013.
  • 110 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q1 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2024, filed 30 Apr 2024.