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Denali Advisors’s First Mid Bancshares FMBH Stock Holding History

Denali Advisors’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
2024
Q1 		– Sell
-3,800
Closed -$132K – 468
2023
Q4 		$132K Hold
3,800
– – 0.04% 261
2023
Q3 		$101K Hold
3,800
– – 0.04% 273
2023
Q2 		$91.7K Buy
+3,800
New +$94.7K 0.03% 269
2021
Q2 		– Sell
-3,060
Closed -$134K – 300
2021
Q1 		$134K Buy
3,060
+2,490
+437% +$93.9K 0.04% 192
2020
Q4 		$19K Buy
570
+230
+68% +$6.94K ﹤0.01% 312
2020
Q3 		$8K Buy
+340
New +$8.6K ﹤0.01% 353

Other funds holding FMBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Denali Advisors's FMBH Position: Q1 2024 in Review

Denali Advisors sold out of First Mid Bancshares (FMBH) in Q1 2024, closing a stake of 3,800 shares — an estimated $132K sold.

Denali Advisors first reported a position in FMBH in Q3 2020 and held it in 6 quarters. The position peaked at $134K in Q1 2021. 112 funds tracked by Wall St. Rank hold FMBH as of Q1 2024.

  • Denali Advisors reported no remaining First Mid Bancshares position as of Q1 2024 after selling out during the quarter.
  • Denali Advisors sold 3,800 First Mid Bancshares shares in Q1 2024, an estimated $132K.
  • Denali Advisors first reported a position in First Mid Bancshares in Q3 2020 and held it in 6 quarters.
  • Denali Advisors's First Mid Bancshares position peaked at $134K in Q1 2021.
  • 112 funds tracked by Wall St. Rank held First Mid Bancshares as of Q1 2024.

Based on Denali Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.