CS
MOFG

Credit Suisse’s MidWestOne Financial Group MOFG Stock Holding History

Credit Suisse’s Portfolio MOFG Stock Details MOFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$333K Hold
14,222
– – ﹤0.01% 2793
2023
Q4 		$383K Buy
14,222
+3,503
+33% +$77.7K ﹤0.01% 2843
2023
Q3 		$218K Sell
10,719
-796
-7% -$17.5K ﹤0.01% 3012
2023
Q2 		$246K Sell
11,515
-564
-5% -$11.7K ﹤0.01% 3060
2023
Q1 		$295K Buy
12,079
+1,451
+14% +$42.8K ﹤0.01% 3000
2022
Q4 		$337K Buy
10,628
+1,100
+12% +$35.4K ﹤0.01% 2978
2022
Q3 		$260K Buy
9,528
+65
+0.7% +$1.99K ﹤0.01% 3138
2022
Q2 		$281K Sell
9,463
-1,230
-12% -$37.2K ﹤0.01% 3197
2022
Q1 		$353K Sell
10,693
-219
-2% -$7K ﹤0.01% 3153
2021
Q4 		$354K Buy
10,912
+794
+8% +$25.4K ﹤0.01% 4043
2021
Q3 		$305K Buy
10,118
+1,398
+16% +$40.8K ﹤0.01% 4080
2021
Q2 		$251K Sell
8,720
-1,291
-13% -$39.7K ﹤0.01% 4192
2021
Q1 		$310K Sell
10,011
-3,657
-27% -$104K ﹤0.01% 3982
2020
Q4 		$335K Buy
+13,668
New +$312K ﹤0.01% 3939
2020
Q1 		– Sell
-8,165
Closed -$296K – 4155
2019
Q4 		$296K Buy
+8,165
New +$273K ﹤0.01% 3833
2017
Q4 		– Sell
-10,914
Closed -$368K – 4128
2017
Q3 		$368K Buy
+10,914
New +$368K ﹤0.01% 3644
2014
Q1 		– Sell
-7,526
Closed -$205K – 4790
2013
Q4 		$205K Buy
+7,526
New +$198K ﹤0.01% 4318

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Credit Suisse's MOFG Position: Q1 2024 in Review

Credit Suisse held its MidWestOne Financial Group (MOFG) position steady in Q1 2024 at 14,222 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #2793.

Credit Suisse first reported a position in MOFG in Q4 2013 and has held it in 17 quarters since. The position peaked at $383K in Q4 2023. 80 funds tracked by Wall St. Rank hold MOFG as of Q1 2024.

  • Credit Suisse held 14,222 shares of MidWestOne Financial Group worth $333K as of Q1 2024.
  • Credit Suisse left its MidWestOne Financial Group share count unchanged in Q1 2024.
  • MidWestOne Financial Group made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2793 holding.
  • Credit Suisse first reported a position in MidWestOne Financial Group in Q4 2013 and has held it in 17 quarters since.
  • Credit Suisse's MidWestOne Financial Group position peaked at $383K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.