Univest Financial’s Bryn Mawr Bank Corp BMTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,240
| Closed | -$551K | – | 117 |
|
|
2021
Q4 | $551K | Hold |
12,240
| – | – | 0.14% | 66 |
|
|
2021
Q3 | $562K | Hold |
12,240
| – | – | 0.16% | 58 |
|
|
2021
Q2 | $516K | Hold |
12,240
| – | – | 0.14% | 64 |
|
|
2021
Q1 | $557K | Hold |
12,240
| – | – | 0.16% | 60 |
|
|
2020
Q4 | $374K | Hold |
12,240
| – | – | 0.11% | 77 |
|
|
2020
Q3 | $304K | Hold |
12,240
| – | – | 0.1% | 83 |
|
|
2020
Q2 | $339K | Hold |
12,240
| – | – | 0.11% | 80 |
|
|
2020
Q1 | $347K | Buy |
12,240
+2,120
| +21% | +$74.4K | 0.14% | 81 |
|
|
2019
Q4 | $427K | Sell |
10,120
-2,120
| -17% | -$81.7K | 0.18% | 74 |
|
|
2019
Q3 | $447K | Hold |
12,240
| – | – | 0.14% | 75 |
|
|
2019
Q2 | $457K | Hold |
12,240
| – | – | 0.14% | 81 |
|
|
2019
Q1 | $442K | Hold |
12,240
| – | – | 0.14% | 82 |
|
|
2018
Q4 | $421K | Hold |
12,240
| – | – | 0.16% | 81 |
|
|
2018
Q3 | $574K | Hold |
12,240
| – | – | 0.18% | 70 |
|
|
2018
Q2 | $567K | Hold |
12,240
| – | – | 0.23% | 67 |
|
|
2018
Q1 | $538K | Hold |
12,240
| – | – | 0.23% | 62 |
|
|
2017
Q4 | $541K | Hold |
12,240
| – | – | 0.22% | 61 |
|
|
2017
Q3 | $536K | Sell |
12,240
-4,000
| -25% | -$167K | 0.23% | 63 |
|
|
2017
Q2 | $690K | Sell |
16,240
-4,000
| -20% | -$165K | 0.29% | 59 |
|
|
2017
Q1 | $799K | Buy |
20,240
+10,120
| +100% | +$409K | 0.35% | 59 |
|
|
2016
Q4 | $427K | Sell |
10,120
-5,000
| -33% | -$176K | 0.18% | 74 |
|
|
2016
Q3 | $484K | Hold |
15,120
| – | – | 0.22% | 62 |
|
|
2016
Q2 | $442K | Hold |
15,120
| – | – | 0.2% | 65 |
|
|
2016
Q1 | $389K | Hold |
15,120
| – | – | 0.18% | 70 |
|
|
2015
Q4 | $434K | Hold |
15,120
| – | – | 0.2% | 68 |
|
|
2015
Q3 | $470K | Hold |
15,120
| – | – | 0.23% | 63 |
|
|
2015
Q2 | $456K | Hold |
15,120
| – | – | 0.21% | 61 |
|
|
2015
Q1 | $460K | Buy |
+15,120
| New | +$452K | 0.21% | 64 |
|
Univest Financial's BMTC Position: Q1 2022 in Review
Univest Financial sold out of Bryn Mawr Bank Corp (BMTC) in Q1 2022, closing a stake of 12,240 shares — an estimated $551K sold.
Univest Financial first reported a position in BMTC in Q1 2015 and held it in 28 quarters. The position peaked at $799K in Q1 2017. 0 funds tracked by Wall St. Rank hold BMTC as of Q1 2022.
- Univest Financial reported no remaining Bryn Mawr Bank Corp position as of Q1 2022 after selling out during the quarter.
- Univest Financial sold 12,240 Bryn Mawr Bank Corp shares in Q1 2022, an estimated $551K.
- Univest Financial first reported a position in Bryn Mawr Bank Corp in Q1 2015 and held it in 28 quarters.
- Univest Financial's Bryn Mawr Bank Corp position peaked at $799K in Q1 2017.
- 0 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q1 2022.
Based on Univest Financial's 13F filing for Q1 2022, filed 5 May 2022.