Denali Advisors’s MidWestOne Financial Group MOFG Stock Holding History

Denali Advisors’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
2023 Q2	–	Sell	-2,600	Closed	-$63.5K	–	503
2023 Q1	$63.5K	Hold	2,600	–	–	0.03%	202
2022 Q4	$82.5K	Buy	2,600 +1,100	+73%	+$35.4K	0.03%	178
2022 Q3	$41K	Hold	1,500	–	–	0.02%	232
2022 Q2	$45K	Hold	1,500	–	–	0.02%	229
2022 Q1	$50K	Buy	1,500 +700	+88%	+$22.4K	0.02%	240
2021 Q4	$26K	Buy	+800	New	+$25.6K	0.01%	306
2020 Q3	–	Sell	-780	Closed	-$16K	–	392
2020 Q2	$16K	Sell	780 -920	-54%	-$17.8K	﹤0.01%	354
2020 Q1	$36K	Buy	+1,700	New	+$50K	0.01%	298
2019 Q4	–	Sell	-56	Closed	-$2K	–	338
2019 Q3	$2K	Buy	+56	New	+$1.64K	﹤0.01%	266
2017 Q3	–	Sell	-108	Closed	-$4K	–	283
2017 Q2	$4K	Hold	108	–	–	﹤0.01%	158
2017 Q1	$4K	Buy	108 +36	+50%	+$1.3K	﹤0.01%	152
2016 Q4	$3K	Hold	72	–	–	﹤0.01%	188
2016 Q3	$2K	Hold	72	–	–	﹤0.01%	227
2016 Q2	$2K	Hold	72	–	–	﹤0.01%	214
2016 Q1	$2K	Hold	72	–	–	﹤0.01%	205
2015 Q4	$2K	Buy	+72	New	+$2.22K	﹤0.01%	210

Other funds holding MOFG

MFG

MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Denali Advisors's MOFG Position: Q2 2023 in Review

Denali Advisors sold out of MidWestOne Financial Group (MOFG) in Q2 2023, closing a stake of 2,600 shares — an estimated $63.5K sold.

Denali Advisors first reported a position in MOFG in Q4 2015 and held it in 16 quarters. The position peaked at $82.5K in Q4 2022. 80 funds tracked by Wall St. Rank hold MOFG as of Q2 2023.

Denali Advisors reported no remaining MidWestOne Financial Group position as of Q2 2023 after selling out during the quarter.
Denali Advisors sold 2,600 MidWestOne Financial Group shares in Q2 2023, an estimated $63.5K.
Denali Advisors first reported a position in MidWestOne Financial Group in Q4 2015 and held it in 16 quarters.
Denali Advisors's MidWestOne Financial Group position peaked at $82.5K in Q4 2022.
80 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2023.

Based on Denali Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.