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Scoggin Management’s Investar Holding Corp ISTR Stock Holding History

Scoggin Management’s Portfolio ISTR Stock Details ISTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-130,616
Closed -$1.58M – 69
2023
Q2 		$1.58M Buy
+130,616
New +$1.6M 1.03% 21

Other funds holding ISTR

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

Scoggin Management's ISTR Position: Q3 2023 in Review

Scoggin Management sold out of Investar Holding Corp (ISTR) in Q3 2023, closing a stake of 130,616 shares — an estimated $1.58M sold.

Scoggin Management first reported a position in ISTR in Q2 2023 and held it in 1 quarter. The position peaked at $1.58M in Q2 2023. 56 funds tracked by Wall St. Rank hold ISTR as of Q3 2023.

  • Scoggin Management reported no remaining Investar Holding Corp position as of Q3 2023 after selling out during the quarter.
  • Scoggin Management sold 130,616 Investar Holding Corp shares in Q3 2023, an estimated $1.58M.
  • Scoggin Management first reported a position in Investar Holding Corp in Q2 2023 and held it in 1 quarter.
  • Scoggin Management's Investar Holding Corp position peaked at $1.58M in Q2 2023.
  • 56 funds tracked by Wall St. Rank held Investar Holding Corp as of Q3 2023.

Based on Scoggin Management's 13F filing for Q3 2023, filed 14 Nov 2023.