RTL
EVBN

Red Tortoise LLC’s Evans Bancorp Inc EVBN Stock Holding History

Red Tortoise LLC’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
Q2 		– Sell
-261
Closed -$7.03K – 601
2024
Q1 		$7.79K Hold
261
– – ﹤0.01% 272
2023
Q4 		$8.23K Hold
261
– – ﹤0.01% 213
2023
Q3 		$7K Sell
261
-35
-12% -$972 ﹤0.01% 216
2023
Q2 		$7.38K Buy
+296
New +$8.02K ﹤0.01% 227

Other funds holding EVBN

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Red Tortoise LLC's EVBN Position: Q2 2024 in Review

Red Tortoise LLC sold out of Evans Bancorp Inc (EVBN) in Q2 2024, closing a stake of 261 shares — an estimated $7.03K sold.

Red Tortoise LLC first reported a position in EVBN in Q2 2023 and held it in 4 quarters. The position peaked at $8.23K in Q4 2023. 64 funds tracked by Wall St. Rank hold EVBN as of Q2 2024.

  • Red Tortoise LLC reported no remaining Evans Bancorp Inc position as of Q2 2024 after selling out during the quarter.
  • Red Tortoise LLC sold 261 Evans Bancorp Inc shares in Q2 2024, an estimated $7.03K.
  • Red Tortoise LLC first reported a position in Evans Bancorp Inc in Q2 2023 and held it in 4 quarters.
  • Red Tortoise LLC's Evans Bancorp Inc position peaked at $8.23K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q2 2024.

Based on Red Tortoise LLC's 13F filing for Q2 2024, filed 31 Jul 2024.