Appleton Group’s Associated Banc-Corp ASB Stock Holding History

Appleton Group’s Portfolio ASB Stock Details ASB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,053	Closed	-$209K	–	33
2022 Q4	$209K	Buy	+9,053	New	+$209K	0.31%	38
2022 Q2	–	Sell	-9,141	Closed	-$208K	–	29
2022 Q1	$208K	Hold	9,141	–	–	0.29%	42
2021 Q4	$206K	Buy	+9,141	New	+$207K	0.21%	50
2017 Q2	–	Sell	-12,218	Closed	-$298K	–	31
2017 Q1	$298K	Sell	12,218 -3,000	-20%	-$75.3K	0.34%	28
2016 Q4	$376K	Sell	15,218 -3,218	-17%	-$70.8K	0.5%	19
2016 Q3	$361K	Buy	+18,436	New	+$348K	0.44%	21
2016 Q2	–	Sell	-18,436	Closed	-$331K	–	24
2016 Q1	$331K	Hold	18,436	–	–	0.39%	13
2015 Q4	$346K	Hold	18,436	–	–	0.45%	12
2015 Q3	$331K	Hold	18,436	–	–	0.97%	13
2015 Q2	$374K	Hold	18,436	–	–	0.43%	15
2015 Q1	$343K	Hold	18,436	–	–	0.36%	15
2014 Q4	$343K	Hold	18,436	–	–	0.42%	14
2014 Q3	$321K	Buy	+18,436	New	+$333K	0.41%	15
2014 Q2	–	Sell	-18,436	Closed	-$333K	–	27
2014 Q1	$333K	Buy	+18,436	New	+$314K	0.41%	16

Other funds holding ASB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ABC

Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Appleton Group's ASB Position: Q1 2023 in Review

Appleton Group sold out of Associated Banc-Corp (ASB) in Q1 2023, closing a stake of 9,053 shares — an estimated $209K sold.

Appleton Group first reported a position in ASB in Q1 2014 and held it in 14 quarters. The position peaked at $376K in Q4 2016. 279 funds tracked by Wall St. Rank hold ASB as of Q1 2023.

Appleton Group reported no remaining Associated Banc-Corp position as of Q1 2023 after selling out during the quarter.
Appleton Group sold 9,053 Associated Banc-Corp shares in Q1 2023, an estimated $209K.
Appleton Group first reported a position in Associated Banc-Corp in Q1 2014 and held it in 14 quarters.
Appleton Group's Associated Banc-Corp position peaked at $376K in Q4 2016.
279 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q1 2023.

Based on Appleton Group's 13F filing for Q1 2023, filed 9 May 2023.