Strategic Value Bank Partners’s Oak Valley Bancorp OVLY Stock Holding History

Strategic Value Bank Partners’s Portfolio OVLY Stock Details OVLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-136,943	Closed	-$3.1M	–	27
2022 Q4	$3.1M	Hold	136,943	–	–	1.87%	17
2022 Q3	$2.45M	Hold	136,943	–	–	1.63%	18
2022 Q2	$2.35M	Buy	136,943 +1	+0%	+$17	1.82%	15
2022 Q1	$2.53M	Buy	136,942 +12,699	+10%	+$233K	1.74%	16
2021 Q4	$2.16M	Buy	+124,243	New	+$2.19M	1.96%	14

Other funds holding OVLY

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Strategic Value Bank Partners's OVLY Position: Q1 2023 in Review

Strategic Value Bank Partners sold out of Oak Valley Bancorp (OVLY) in Q1 2023, closing a stake of 136,943 shares — an estimated $3.1M sold.

Strategic Value Bank Partners first reported a position in OVLY in Q4 2021 and held it in 5 quarters. The position peaked at $3.1M in Q4 2022. 42 funds tracked by Wall St. Rank hold OVLY as of Q1 2023.

Strategic Value Bank Partners reported no remaining Oak Valley Bancorp position as of Q1 2023 after selling out during the quarter.
Strategic Value Bank Partners sold 136,943 Oak Valley Bancorp shares in Q1 2023, an estimated $3.1M.
Strategic Value Bank Partners first reported a position in Oak Valley Bancorp in Q4 2021 and held it in 5 quarters.
Strategic Value Bank Partners's Oak Valley Bancorp position peaked at $3.1M in Q4 2022.
42 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2023.

Based on Strategic Value Bank Partners's 13F filing for Q1 2023, filed 11 May 2023.