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Bartlett & Co’s First Merchants FRME Stock Holding History

Bartlett & Co’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
2023
Q4 		$0 Hold
8
– – ﹤0.01% 1223
2023
Q3 		$0 Sell
8
-403
-98% -$12.1K ﹤0.01% 1149
2023
Q2 		$12K Hold
411
– – ﹤0.01% 899
2023
Q1 		$14K Hold
411
– – ﹤0.01% 770
2022
Q4 		$17K Hold
411
– – ﹤0.01% 744
2022
Q3 		$16K Sell
411
-16
-4% -$635 ﹤0.01% 740
2022
Q2 		$15K Buy
+427
New +$16.8K ﹤0.01% 786

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bartlett & Co's FRME Position: Q4 2023 in Review

Bartlett & Co held its First Merchants (FRME) position steady in Q4 2023 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Bartlett & Co first reported a position in FRME in Q2 2022 and has held it in 7 quarters since. The position peaked at $17K in Q4 2022. 229 funds tracked by Wall St. Rank hold FRME as of Q4 2023.

  • Bartlett & Co held 8 shares of First Merchants worth $0 as of Q4 2023.
  • Bartlett & Co left its First Merchants share count unchanged in Q4 2023.
  • First Merchants made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1223 holding.
  • Bartlett & Co first reported a position in First Merchants in Q2 2022 and has held it in 7 quarters since.
  • Bartlett & Co's First Merchants position peaked at $17K in Q4 2022.
  • 229 funds tracked by Wall St. Rank held First Merchants as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.