Bridges Investment Management’s Nicolet Bankshares NIC Stock Holding History

Bridges Investment Management’s Portfolio NIC Stock Details NIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,300	Closed	-$397K	–	207
2023 Q1	$397K	Hold	6,300	–	–	0.01%	179
2022 Q4	$503K	Hold	6,300	–	–	0.02%	171
2022 Q3	$444K	Hold	6,300	–	–	0.02%	179
2022 Q2	$456K	Hold	6,300	–	–	0.02%	179
2022 Q1	$589K	Hold	6,300	–	–	0.02%	174
2021 Q4	$540K	Hold	6,300	–	–	0.02%	180
2021 Q3	$467K	Hold	6,300	–	–	0.01%	179
2021 Q2	$443K	Hold	6,300	–	–	0.01%	180
2021 Q1	$526K	Hold	6,300	–	–	0.02%	174
2020 Q4	$418K	Hold	6,300	–	–	0.01%	177
2020 Q3	$344K	Hold	6,300	–	–	0.01%	184
2020 Q2	$345K	Hold	6,300	–	–	0.01%	182
2020 Q1	$344K	Buy	+6,300	New	+$424K	0.02%	178

Other funds holding NIC

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bridges Investment Management's NIC Position: Q2 2023 in Review

Bridges Investment Management sold out of Nicolet Bankshares (NIC) in Q2 2023, closing a stake of 6,300 shares — an estimated $397K sold.

Bridges Investment Management first reported a position in NIC in Q1 2020 and held it in 13 quarters. The position peaked at $589K in Q1 2022. 113 funds tracked by Wall St. Rank hold NIC as of Q2 2023.

Bridges Investment Management reported no remaining Nicolet Bankshares position as of Q2 2023 after selling out during the quarter.
Bridges Investment Management sold 6,300 Nicolet Bankshares shares in Q2 2023, an estimated $397K.
Bridges Investment Management first reported a position in Nicolet Bankshares in Q1 2020 and held it in 13 quarters.
Bridges Investment Management's Nicolet Bankshares position peaked at $589K in Q1 2022.
113 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2023.

Based on Bridges Investment Management's 13F filing for Q2 2023, filed 7 Jul 2023.