Baird Financial Group
FRME icon

Baird Financial Group’s First Merchants FRME Stock Holding History

Baird Financial Group’s Portfolio FRME Stock Details FRME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-14,005
Closed -$499K – 1752
2022
Q2 		$499K Buy
14,005
+1,424
+11% +$56.1K ﹤0.01% 1342
2022
Q1 		$523K Sell
12,581
-1,146
-8% -$49.8K ﹤0.01% 1383
2021
Q4 		$575K Sell
13,727
-311
-2% -$13K ﹤0.01% 1417
2021
Q3 		$587K Buy
+14,038
New +$571K ﹤0.01% 1411

Other funds holding FRME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Baird Financial Group's FRME Position: Q3 2022 in Review

Baird Financial Group sold out of First Merchants (FRME) in Q3 2022, closing a stake of 14,005 shares — an estimated $499K sold.

Baird Financial Group first reported a position in FRME in Q3 2021 and held it in 4 quarters. The position peaked at $587K in Q3 2021. 221 funds tracked by Wall St. Rank hold FRME as of Q3 2022.

  • Baird Financial Group reported no remaining First Merchants position as of Q3 2022 after selling out during the quarter.
  • Baird Financial Group sold 14,005 First Merchants shares in Q3 2022, an estimated $499K.
  • Baird Financial Group first reported a position in First Merchants in Q3 2021 and held it in 4 quarters.
  • Baird Financial Group's First Merchants position peaked at $587K in Q3 2021.
  • 221 funds tracked by Wall St. Rank held First Merchants as of Q3 2022.

Based on Baird Financial Group's 13F filing for Q3 2022, filed 15 Nov 2022.