Congress Asset Management’s First Mid Bancshares FMBH Stock Holding History

Congress Asset Management’s Portfolio FMBH Stock Details FMBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-13,434	Closed	-$575K	–	369
2021 Q4	$575K	Hold	13,434	–	–	﹤0.01%	331
2021 Q3	$552K	Hold	13,434	–	–	﹤0.01%	321
2021 Q2	$544K	Hold	13,434	–	–	﹤0.01%	322
2021 Q1	$590K	Sell	13,434 -6,720	-33%	-$254K	0.01%	315
2020 Q4	$678K	Buy	+20,154	New	+$608K	0.01%	296

Other funds holding FMBH

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

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

Congress Asset Management's FMBH Position: Q1 2022 in Review

Congress Asset Management sold out of First Mid Bancshares (FMBH) in Q1 2022, closing a stake of 13,434 shares — an estimated $575K sold.

Congress Asset Management first reported a position in FMBH in Q4 2020 and held it in 5 quarters. The position peaked at $678K in Q4 2020. 94 funds tracked by Wall St. Rank hold FMBH as of Q1 2022.

Congress Asset Management reported no remaining First Mid Bancshares position as of Q1 2022 after selling out during the quarter.
Congress Asset Management sold 13,434 First Mid Bancshares shares in Q1 2022, an estimated $575K.
Congress Asset Management first reported a position in First Mid Bancshares in Q4 2020 and held it in 5 quarters.
Congress Asset Management's First Mid Bancshares position peaked at $678K in Q4 2020.
94 funds tracked by Wall St. Rank held First Mid Bancshares as of Q1 2022.

Based on Congress Asset Management's 13F filing for Q1 2022, filed 20 Apr 2022.