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Okabena Investment Services’s Manitowoc MTW Stock Holding History

Okabena Investment Services’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-67,661
Closed -$736K – 84
2020
Q2 		$736K Sell
67,661
-2,770
-4% -$26.2K 0.65% 50
2020
Q1 		$599K Sell
70,431
-6,452
-8% -$84.2K 0.68% 49
2019
Q4 		$1.34M Buy
+76,883
New +$1.12M 1.25% 32

Other funds holding MTW

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Okabena Investment Services's MTW Position: Q3 2020 in Review

Okabena Investment Services sold out of Manitowoc (MTW) in Q3 2020, closing a stake of 67,661 shares — an estimated $736K sold.

Okabena Investment Services first reported a position in MTW in Q4 2019 and held it in 3 quarters. The position peaked at $1.34M in Q4 2019. 156 funds tracked by Wall St. Rank hold MTW as of Q3 2020.

  • Okabena Investment Services reported no remaining Manitowoc position as of Q3 2020 after selling out during the quarter.
  • Okabena Investment Services sold 67,661 Manitowoc shares in Q3 2020, an estimated $736K.
  • Okabena Investment Services first reported a position in Manitowoc in Q4 2019 and held it in 3 quarters.
  • Okabena Investment Services's Manitowoc position peaked at $1.34M in Q4 2019.
  • 156 funds tracked by Wall St. Rank held Manitowoc as of Q3 2020.

Based on Okabena Investment Services's 13F filing for Q3 2020, filed 12 Nov 2020.