Sanford Advisory Services’s Mercantile Bank Corp MBWM Stock Holding History

Sanford Advisory Services’s Portfolio MBWM Stock Details MBWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$2.9M	Hold	86,640	–	–	0.69%	29
2022 Q3	$2.57M	Hold	86,640	–	–	0.74%	24
2022 Q2	$2.77M	Hold	86,640	–	–	0.78%	17
2022 Q1	$3.07M	Hold	86,640	–	–	0.84%	17
2021 Q4	$3.04M	Hold	86,640	–	–	0.68%	20
2021 Q3	$2.77M	Hold	86,640	–	–	0.7%	20
2021 Q2	$2.62M	Hold	86,640	–	–	0.67%	18
2021 Q1	$2.81M	Hold	86,640	–	–	0.78%	15
2020 Q4	$2.35M	Buy	+86,640	New	+$2.07M	0.75%	15

Other funds holding MBWM

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanford Advisory Services's MBWM Position: Q4 2022 in Review

Sanford Advisory Services held its Mercantile Bank Corp (MBWM) position steady in Q4 2022 at 86,640 shares worth $2.9M. The position accounts for 0.69% of the portfolio, ranked #29.

Sanford Advisory Services first reported a position in MBWM in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.07M in Q1 2022. 130 funds tracked by Wall St. Rank hold MBWM as of Q4 2022.

Sanford Advisory Services held 86,640 shares of Mercantile Bank Corp worth $2.9M as of Q4 2022.
Sanford Advisory Services left its Mercantile Bank Corp share count unchanged in Q4 2022.
Mercantile Bank Corp made up 0.69% of Sanford Advisory Services's portfolio in Q4 2022, its #29 holding.
Sanford Advisory Services first reported a position in Mercantile Bank Corp in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's Mercantile Bank Corp position peaked at $3.07M in Q1 2022.
130 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.