Bedel Financial Consulting’s First Merchants FRME Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-2,806	Closed	-$117K	–	433
2022 Q1	$117K	Hold	2,806	–	–	0.04%	248
2021 Q4	$118K	Hold	2,806	–	–	0.04%	254
2021 Q3	$117K	Hold	2,806	–	–	0.04%	245
2021 Q2	$117K	Hold	2,806	–	–	0.04%	244
2021 Q1	$130K	Hold	2,806	–	–	0.05%	222
2020 Q4	$105K	Hold	2,806	–	–	0.05%	218
2020 Q3	$65K	Hold	2,806	–	–	0.03%	268
2020 Q2	$77K	Hold	2,806	–	–	0.04%	226
2020 Q1	$74K	Hold	2,806	–	–	0.05%	220
2019 Q4	$117K	Hold	2,806	–	–	0.07%	190
2019 Q3	$106K	Hold	2,806	–	–	0.06%	193
2019 Q2	$106K	Hold	2,806	–	–	0.06%	193
2019 Q1	$103K	Hold	2,806	–	–	0.07%	188
2018 Q4	$96K	Hold	2,806	–	–	0.07%	181
2018 Q3	$122K	Hold	2,806	–	–	0.08%	180
2018 Q2	$130K	Sell	2,806 -650	-19%	-$29.1K	0.1%	170
2018 Q1	$144K	Buy	+3,456	New	+$148K	0.11%	162

Other funds holding FRME

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

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

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Bedel Financial Consulting's FRME Position: Q2 2022 in Review

Bedel Financial Consulting sold out of First Merchants (FRME) in Q2 2022, closing a stake of 2,806 shares — an estimated $117K sold.

Bedel Financial Consulting first reported a position in FRME in Q1 2018 and held it in 17 quarters. The position peaked at $144K in Q1 2018. 222 funds tracked by Wall St. Rank hold FRME as of Q2 2022.

Bedel Financial Consulting reported no remaining First Merchants position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 2,806 First Merchants shares in Q2 2022, an estimated $117K.
Bedel Financial Consulting first reported a position in First Merchants in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's First Merchants position peaked at $144K in Q1 2018.
222 funds tracked by Wall St. Rank held First Merchants as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.