Claris Advisors’s First Merchants FRME Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-4	Closed	-$149	–	468
2024 Q3	$149	Buy	+4	New	+$148	﹤0.01%	1047

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Claris Advisors's FRME Position: Q4 2024 in Review

Claris Advisors sold out of First Merchants (FRME) in Q4 2024, closing a stake of 4 shares — an estimated $149 sold.

Claris Advisors first reported a position in FRME in Q3 2024 and held it in 1 quarter. The position peaked at $149 in Q3 2024. 253 funds tracked by Wall St. Rank hold FRME as of Q4 2024.

Claris Advisors reported no remaining First Merchants position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 First Merchants shares in Q4 2024, an estimated $149.
Claris Advisors first reported a position in First Merchants in Q3 2024 and held it in 1 quarter.
Claris Advisors's First Merchants position peaked at $149 in Q3 2024.
253 funds tracked by Wall St. Rank held First Merchants as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.