Monarch Partners Asset Management’s Bar Harbor Bankshares BHB Stock Holding History

Monarch Partners Asset Management’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
2022 Q4	$1.05M	Buy	+32,790	New	+$979K	0.31%	126

Other funds holding BHB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Monarch Partners Asset Management's BHB Position: Q4 2022 in Review

Monarch Partners Asset Management opened a new position in Bar Harbor Bankshares (BHB) in Q4 2022: 32,790 shares worth $1.05M. The stake represents 0.31% of the portfolio and ranks #126 among its holdings.

108 funds tracked by Wall St. Rank hold BHB as of Q4 2022.

Monarch Partners Asset Management held 32,790 shares of Bar Harbor Bankshares worth $1.05M as of Q4 2022.
Bar Harbor Bankshares was a new Monarch Partners Asset Management position in Q4 2022.
Bar Harbor Bankshares made up 0.31% of Monarch Partners Asset Management's portfolio in Q4 2022, its #126 holding.
108 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.