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Monarch Partners Asset Management’s HBT Financial HBT Stock Holding History

Monarch Partners Asset Management’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-90,720
Closed -$1.02M – 188
2020
Q3 		$1.02M Buy
90,720
+29,240
+48% +$358K 0.23% 116
2020
Q2 		$820K Hold
61,480
– – 0.2% 105
2020
Q1 		$647K Buy
61,480
+7,340
+14% +$120K 0.23% 92
2019
Q4 		$1.03M Buy
+54,140
New +$923K 0.23% 98

Other funds holding HBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Monarch Partners Asset Management's HBT Position: Q4 2020 in Review

Monarch Partners Asset Management sold out of HBT Financial (HBT) in Q4 2020, closing a stake of 90,720 shares — an estimated $1.02M sold.

Monarch Partners Asset Management first reported a position in HBT in Q4 2019 and held it in 4 quarters. The position peaked at $1.03M in Q4 2019. 63 funds tracked by Wall St. Rank hold HBT as of Q4 2020.

  • Monarch Partners Asset Management reported no remaining HBT Financial position as of Q4 2020 after selling out during the quarter.
  • Monarch Partners Asset Management sold 90,720 HBT Financial shares in Q4 2020, an estimated $1.02M.
  • Monarch Partners Asset Management first reported a position in HBT Financial in Q4 2019 and held it in 4 quarters.
  • Monarch Partners Asset Management's HBT Financial position peaked at $1.03M in Q4 2019.
  • 63 funds tracked by Wall St. Rank held HBT Financial as of Q4 2020.

Based on Monarch Partners Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.