Schwerin Boyle Capital Management’s Waterstone Financial WSBF Stock Holding History

Schwerin Boyle Capital Management’s Portfolio WSBF Stock Details WSBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-126,057	Closed	-$2.08M	–	56
2019 Q1	$2.08M	Sell	126,057 -9,996	-7%	-$166K	0.23%	49
2018 Q4	$2.28M	Sell	136,053 -182,300	-57%	-$3.02M	0.29%	50
2018 Q3	$5.46M	Hold	318,353	–	–	0.58%	45
2018 Q2	$5.43M	Hold	318,353	–	–	0.59%	43
2018 Q1	$5.51M	Buy	318,353 +50,000	+19%	+$867K	0.6%	43
2017 Q4	$4.58M	Hold	268,353	–	–	0.5%	45
2017 Q3	$5.23M	Hold	268,353	–	–	0.59%	42
2017 Q2	$5.06M	Hold	268,353	–	–	0.59%	43
2017 Q1	$4.9M	Buy	+268,353	New	+$4.9M	0.6%	43

Other funds holding WSBF

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

LBS

Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

BFC

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

Schwerin Boyle Capital Management's WSBF Position: Q2 2019 in Review

Schwerin Boyle Capital Management sold out of Waterstone Financial (WSBF) in Q2 2019, closing a stake of 126,057 shares — an estimated $2.08M sold.

Schwerin Boyle Capital Management first reported a position in WSBF in Q1 2017 and held it in 9 quarters. The position peaked at $5.51M in Q1 2018. 102 funds tracked by Wall St. Rank hold WSBF as of Q2 2019.

Schwerin Boyle Capital Management reported no remaining Waterstone Financial position as of Q2 2019 after selling out during the quarter.
Schwerin Boyle Capital Management sold 126,057 Waterstone Financial shares in Q2 2019, an estimated $2.08M.
Schwerin Boyle Capital Management first reported a position in Waterstone Financial in Q1 2017 and held it in 9 quarters.
Schwerin Boyle Capital Management's Waterstone Financial position peaked at $5.51M in Q1 2018.
102 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2019.

Based on Schwerin Boyle Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.