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Sowell Financial Services’s Mid Penn Bancorp MPB Stock Holding History

Sowell Financial Services’s Portfolio MPB Stock Details MPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-15,114
Closed -$334K – 571
2023
Q2 		$334K Buy
+15,114
New +$345K 0.02% 501
2023
Q1 		– Sell
-15,114
Closed -$453K – 812
2022
Q4 		$453K Hold
15,114
– – 0.03% 443
2022
Q3 		$434K Hold
15,114
– – 0.04% 333
2022
Q2 		$408K Buy
+15,114
New +$403K 0.04% 235
2022
Q1 		– Sell
-15,158
Closed -$481K – 379
2021
Q4 		$481K Buy
15,158
+503
+3% +$14.9K 0.03% 441
2021
Q3 		$404K Hold
14,655
– – 0.03% 423
2021
Q2 		$402K Sell
14,655
-1,037
-7% -$28.2K 0.03% 446
2021
Q1 		$432K Sell
15,692
-3
-0% -$74 0.02% 705
2020
Q4 		$344K Sell
15,695
-27
-0.2% -$586 0.01% 643
2020
Q3 		$272K Sell
15,722
-25
-0.2% -$477 0.01% 646
2020
Q2 		$290K Buy
15,747
+3,060
+24% +$57.5K 0.02% 608
2020
Q1 		$257K Hold
12,687
– – 0.02% 590
2019
Q4 		$365K Hold
12,687
– – 0.03% 538
2019
Q3 		$325K Buy
+12,687
New +$317K 0.03% 514

Other funds holding MPB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

Sowell Financial Services's MPB Position: Q3 2023 in Review

Sowell Financial Services sold out of Mid Penn Bancorp (MPB) in Q3 2023, closing a stake of 15,114 shares — an estimated $334K sold.

Sowell Financial Services first reported a position in MPB in Q3 2019 and held it in 14 quarters. The position peaked at $481K in Q4 2021. 89 funds tracked by Wall St. Rank hold MPB as of Q3 2023.

  • Sowell Financial Services reported no remaining Mid Penn Bancorp position as of Q3 2023 after selling out during the quarter.
  • Sowell Financial Services sold 15,114 Mid Penn Bancorp shares in Q3 2023, an estimated $334K.
  • Sowell Financial Services first reported a position in Mid Penn Bancorp in Q3 2019 and held it in 14 quarters.
  • Sowell Financial Services's Mid Penn Bancorp position peaked at $481K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q3 2023.

Based on Sowell Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.