Monarch Partners Asset Management’s Evans Bancorp Inc EVBN Stock Holding History

Monarch Partners Asset Management’s Portfolio EVBN Stock Details EVBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$2.04M	Sell	54,651 -7,587	-12%	-$284K	0.6%	80
2022 Q3	$2.28M	Hold	62,238	–	–	0.69%	70
2022 Q2	$2.12M	Hold	62,238	–	–	0.59%	87
2022 Q1	$2.37M	Hold	62,238	–	–	0.53%	87
2021 Q4	$2.51M	Buy	62,238 +5,267	+9%	+$208K	0.51%	89
2021 Q3	$2.18M	Buy	56,971 +18,411	+48%	+$709K	0.32%	111
2021 Q2	$1.43M	Buy	+38,560	New	+$1.41M	0.21%	135

Other funds holding EVBN

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

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

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

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

Monarch Partners Asset Management reduced its Evans Bancorp Inc (EVBN) stake by 12% in Q4 2022, selling an estimated $284K and leaving 54,651 shares worth $2.04M. The position accounts for 0.6% of the portfolio, ranked #80.

Monarch Partners Asset Management first reported a position in EVBN in Q2 2021 and has held it in 7 quarters since. The position peaked at $2.51M in Q4 2021. 51 funds tracked by Wall St. Rank hold EVBN as of Q4 2022.

Monarch Partners Asset Management held 54,651 shares of Evans Bancorp Inc worth $2.04M as of Q4 2022.
Monarch Partners Asset Management sold 7,587 Evans Bancorp Inc shares in Q4 2022, an estimated $284K.
Evans Bancorp Inc made up 0.6% of Monarch Partners Asset Management's portfolio in Q4 2022, its #80 holding.
Monarch Partners Asset Management first reported a position in Evans Bancorp Inc in Q2 2021 and has held it in 7 quarters since.
Monarch Partners Asset Management's Evans Bancorp Inc position peaked at $2.51M in Q4 2021.
51 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q4 2022.

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