Grantham, Mayo, Van Otterloo & Co (GMO)’s MidWestOne Financial Group MOFG Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 Q1	–	Sell	-6,300	Closed	-$200K	–	746
2022 Q4	$200K	Buy	+6,300	New	+$203K	﹤0.01%	685
2022 Q3	–	Sell	-11,300	Closed	-$336K	–	764
2022 Q2	$336K	Hold	11,300	–	–	﹤0.01%	658
2022 Q1	$374K	Hold	11,300	–	–	﹤0.01%	628
2021 Q4	$366K	Hold	11,300	–	–	﹤0.01%	631
2021 Q3	$341K	Buy	+11,300	New	+$330K	﹤0.01%	627

Other funds holding MOFG

MFG

MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s MOFG Position: Q1 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of MidWestOne Financial Group (MOFG) in Q1 2023, closing a stake of 6,300 shares — an estimated $200K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in MOFG in Q3 2021 and held it in 5 quarters. The position peaked at $374K in Q1 2022. 87 funds tracked by Wall St. Rank hold MOFG as of Q1 2023.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining MidWestOne Financial Group position as of Q1 2023 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 6,300 MidWestOne Financial Group shares in Q1 2023, an estimated $200K.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in MidWestOne Financial Group in Q3 2021 and held it in 5 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s MidWestOne Financial Group position peaked at $374K in Q1 2022.
87 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2023, filed 12 May 2023.