Ergoteles’s First Interstate BancSystem FIBK Stock Holding History

Ergoteles’s Portfolio FIBK Stock Details FIBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-96,128	Closed	-$3.72M	–	1416
2022 Q4	$3.72M	Buy	96,128 +78,143	+434%	+$3.31M	0.14%	152
2022 Q3	$726K	Buy	+17,985	New	+$724K	0.03%	621
2022 Q2	–	Sell	-115,375	Closed	-$4.24M	–	1752
2022 Q1	$4.24M	Buy	+115,375	New	+$4.55M	0.16%	144
2021 Q1	–	Sell	-13,500	Closed	-$550K	–	881
2020 Q4	$550K	Buy	+13,500	New	+$512K	0.02%	433

Other funds holding FIBK

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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Ergoteles's FIBK Position: Q1 2023 in Review

Ergoteles sold out of First Interstate BancSystem (FIBK) in Q1 2023, closing a stake of 96,128 shares — an estimated $3.72M sold.

Ergoteles first reported a position in FIBK in Q4 2020 and held it in 4 quarters. The position peaked at $4.24M in Q1 2022. 222 funds tracked by Wall St. Rank hold FIBK as of Q1 2023.

Ergoteles reported no remaining First Interstate BancSystem position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 96,128 First Interstate BancSystem shares in Q1 2023, an estimated $3.72M.
Ergoteles first reported a position in First Interstate BancSystem in Q4 2020 and held it in 4 quarters.
Ergoteles's First Interstate BancSystem position peaked at $4.24M in Q1 2022.
222 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.