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Aperio Group’s First Mid Bancshares FMBH Stock Holding History

Aperio Group’s Portfolio FMBH Stock Details FMBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$610K Buy
18,127
+89
+0.5% +$2.68K ﹤0.01% 1863
2020
Q3 		$450K Sell
18,038
-4,366
-19% -$110K ﹤0.01% 1867
2020
Q2 		$588K Buy
22,404
+11,448
+104% +$287K ﹤0.01% 1696
2020
Q1 		$260K Buy
+10,956
New +$328K ﹤0.01% 1986
2019
Q3 		– Sell
-288
Closed -$10K – 2467
2019
Q2 		$10K Buy
+288
New +$9.8K ﹤0.01% 2781

Other funds holding FMBH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Aperio Group's FMBH Position: Q4 2020 in Review

Aperio Group increased its First Mid Bancshares (FMBH) stake by 0.49% in Q4 2020, buying an estimated $2.68K and bringing the position to 18,127 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Aperio Group first reported a position in FMBH in Q2 2019 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold FMBH as of Q4 2020.

  • Aperio Group held 18,127 shares of First Mid Bancshares worth $610K as of Q4 2020.
  • Aperio Group bought 89 First Mid Bancshares shares in Q4 2020, an estimated $2.68K.
  • First Mid Bancshares made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1863 holding.
  • Aperio Group first reported a position in First Mid Bancshares in Q2 2019 and has held it in 5 quarters since.
  • 89 funds tracked by Wall St. Rank held First Mid Bancshares as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.