WG
BMTC

Winton Group’s Bryn Mawr Bank Corp BMTC Stock Holding History

Winton Group’s Portfolio BMTC Stock Details BMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,680
Closed -$215K – 1537
2021
Q3 		$215K Sell
4,680
-1,448
-24% -$58.5K 0.01% 1221
2021
Q2 		$259K Sell
6,128
-665
-10% -$30.5K 0.01% 1268
2021
Q1 		$309K Sell
6,793
-395
-5% -$15.1K 0.02% 1131
2020
Q4 		$220K Sell
7,188
-18,243
-72% -$533K 0.02% 1156
2020
Q3 		$632K Sell
25,431
-6,941
-21% -$185K 0.02% 1011
2020
Q2 		$895K Buy
32,372
+6,909
+27% +$188K 0.02% 1015
2020
Q1 		$723K Buy
25,463
+43
+0.2% +$1.51K 0.02% 918
2019
Q4 		$1.05M Sell
25,420
-9,777
-28% -$377K 0.01% 1052
2019
Q3 		$1.28M Buy
+35,197
New +$1.27M 0.02% 729

Other funds holding BMTC

VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Winton Group's BMTC Position: Q4 2021 in Review

Winton Group sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2021, closing a stake of 4,680 shares — an estimated $215K sold.

Winton Group first reported a position in BMTC in Q3 2019 and held it in 9 quarters. The position peaked at $1.28M in Q3 2019. 145 funds tracked by Wall St. Rank hold BMTC as of Q4 2021.

  • Winton Group reported no remaining Bryn Mawr Bank Corp position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 4,680 Bryn Mawr Bank Corp shares in Q4 2021, an estimated $215K.
  • Winton Group first reported a position in Bryn Mawr Bank Corp in Q3 2019 and held it in 9 quarters.
  • Winton Group's Bryn Mawr Bank Corp position peaked at $1.28M in Q3 2019.
  • 145 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.