CT
FSFG

Caldwell Trust’s First Savings Financial Group FSFG Stock Holding History

Caldwell Trust’s Portfolio FSFG Stock Details FSFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-450
Closed -$11.9K – 756
2021
Q4 		$11.9K Hold
450
– – ﹤0.01% 624
2021
Q3 		$12.6K Hold
450
– – ﹤0.01% 617
2021
Q2 		$11K Hold
450
– – ﹤0.01% 636
2021
Q1 		$10.1K Hold
450
– – ﹤0.01% 631
2020
Q4 		$9.75K Sell
450
-105
-19% -$2.1K ﹤0.01% 626
2020
Q3 		$10.1K Hold
555
– – ﹤0.01% 612
2020
Q2 		$8.02K Buy
+555
New +$7.92K ﹤0.01% 657

Other funds holding FSFG

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
RHAM
Round Hill Asset Management Pasadena, California $153M AUM 6.67% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return