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Woodley Farra Manion Portfolio Management’s Merchants Bancorp MBIN Stock Holding History

Woodley Farra Manion Portfolio Management’s Portfolio MBIN Stock Details MBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,665
Closed -$21K – 272
2020
Q2 		$21K Hold
1,665
– – ﹤0.01% 225
2020
Q1 		$17K Hold
1,665
– – ﹤0.01% 243
2019
Q4 		$22K Buy
+1,665
New +$19.4K ﹤0.01% 234

Other funds holding MBIN

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's MBIN Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Merchants Bancorp (MBIN) in Q3 2020, closing a stake of 1,665 shares — an estimated $21K sold.

Woodley Farra Manion Portfolio Management first reported a position in MBIN in Q4 2019 and held it in 3 quarters. The position peaked at $22K in Q4 2019. 78 funds tracked by Wall St. Rank hold MBIN as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Merchants Bancorp position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 1,665 Merchants Bancorp shares in Q3 2020, an estimated $21K.
  • Woodley Farra Manion Portfolio Management first reported a position in Merchants Bancorp in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Merchants Bancorp position peaked at $22K in Q4 2019.
  • 78 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.