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EVBN

Nuveen’s Evans Bancorp Inc EVBN Stock Holding History

Nuveen’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
2024
Q1 		– Sell
-6,585
Closed -$208K – 3312
2023
Q4 		$208K Buy
+6,585
New +$184K ﹤0.01% 3210
2021
Q2 		– Sell
-23,736
Closed -$804K – 3558
2021
Q1 		$804K Buy
23,736
+1,799
+8% +$56.4K ﹤0.01% 2963
2020
Q4 		$605K Buy
21,937
+11,131
+103% +$285K ﹤0.01% 2989
2020
Q3 		$240K Sell
10,806
-2,897
-21% -$66.4K ﹤0.01% 3126
2020
Q2 		$319K Buy
13,703
+3,157
+30% +$77.5K ﹤0.01% 3030
2020
Q1 		$256K Hold
10,546
– – ﹤0.01% 2953
2019
Q4 		$423K Sell
10,546
-8,015
-43% -$312K ﹤0.01% 2944
2019
Q3 		$694K Sell
18,561
-1,386
-7% -$49.3K ﹤0.01% 2840
2019
Q2 		$753K Buy
+19,947
New +$715K ﹤0.01% 2857

Other funds holding EVBN

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Nuveen's EVBN Position: Q1 2024 in Review

Nuveen sold out of Evans Bancorp Inc (EVBN) in Q1 2024, closing a stake of 6,585 shares — an estimated $208K sold.

Nuveen first reported a position in EVBN in Q2 2019 and held it in 9 quarters. The position peaked at $804K in Q1 2021. 59 funds tracked by Wall St. Rank hold EVBN as of Q1 2024.

  • Nuveen reported no remaining Evans Bancorp Inc position as of Q1 2024 after selling out during the quarter.
  • Nuveen sold 6,585 Evans Bancorp Inc shares in Q1 2024, an estimated $208K.
  • Nuveen first reported a position in Evans Bancorp Inc in Q2 2019 and held it in 9 quarters.
  • Nuveen's Evans Bancorp Inc position peaked at $804K in Q1 2021.
  • 59 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q1 2024.

Based on Nuveen's 13F filing for Q1 2024, filed 13 May 2024.