Bessemer Group
FBIZ icon

Bessemer Group’s First Business Financial Services FBIZ Stock Holding History

Bessemer Group’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-20,400
Closed -$336K – 1441
2020
Q2 		$336K Hold
20,400
– – ﹤0.01% 1050
2020
Q1 		$316K Hold
20,400
– – ﹤0.01% 891
2019
Q4 		$537K Buy
20,400
+1,200
+6% +$29.8K ﹤0.01% 896
2019
Q3 		$462K Buy
19,200
+600
+3% +$14.1K ﹤0.01% 890
2019
Q2 		$437K Hold
18,600
– – ﹤0.01% 907
2019
Q1 		$372K Buy
18,600
+6,000
+48% +$127K ﹤0.01% 864
2018
Q4 		$246K Hold
12,600
– – ﹤0.01% 931
2018
Q3 		$292K Hold
12,600
– – ﹤0.01% 913
2018
Q2 		$328K Hold
12,600
– – ﹤0.01% 882
2018
Q1 		$317K Hold
12,600
– – ﹤0.01% 908
2017
Q4 		$279K Buy
12,600
+500
+4% +$11.3K ﹤0.01% 951
2017
Q3 		$275K Hold
12,100
– – ﹤0.01% 991
2017
Q2 		$279K Buy
12,100
+300
+3% +$7.34K ﹤0.01% 991
2017
Q1 		$306K Buy
11,800
+4,000
+51% +$99.4K ﹤0.01% 995
2016
Q4 		$185K Buy
7,800
+2,100
+37% +$46.6K ﹤0.01% 1097
2016
Q3 		$134K Buy
+5,700
New +$132K ﹤0.01% 1060

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bessemer Group's FBIZ Position: Q3 2020 in Review

Bessemer Group sold out of First Business Financial Services (FBIZ) in Q3 2020, closing a stake of 20,400 shares — an estimated $336K sold.

Bessemer Group first reported a position in FBIZ in Q3 2016 and held it in 16 quarters. The position peaked at $537K in Q4 2019. 73 funds tracked by Wall St. Rank hold FBIZ as of Q3 2020.

  • Bessemer Group reported no remaining First Business Financial Services position as of Q3 2020 after selling out during the quarter.
  • Bessemer Group sold 20,400 First Business Financial Services shares in Q3 2020, an estimated $336K.
  • Bessemer Group first reported a position in First Business Financial Services in Q3 2016 and held it in 16 quarters.
  • Bessemer Group's First Business Financial Services position peaked at $537K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2020.

Based on Bessemer Group's 13F filing for Q3 2020, filed 12 Nov 2020.