AG
MOFG

Aperio Group’s MidWestOne Financial Group MOFG Stock Holding History

Aperio Group’s Portfolio MOFG Stock Details MOFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$328K Sell
13,389
-887
-6% -$20.2K ﹤0.01% 2146
2020
Q3 		$255K Buy
+14,276
New +$269K ﹤0.01% 2132

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Aperio Group's MOFG Position: Q4 2020 in Review

Aperio Group reduced its MidWestOne Financial Group (MOFG) stake by 6.2% in Q4 2020, selling an estimated $20.2K and leaving 13,389 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Aperio Group first reported a position in MOFG in Q3 2020 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold MOFG as of Q4 2020.

  • Aperio Group held 13,389 shares of MidWestOne Financial Group worth $328K as of Q4 2020.
  • Aperio Group sold 887 MidWestOne Financial Group shares in Q4 2020, an estimated $20.2K.
  • MidWestOne Financial Group made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2146 holding.
  • Aperio Group first reported a position in MidWestOne Financial Group in Q3 2020 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2020.

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