Jacobs Levy Equity Management
MOFG

Jacobs Levy Equity Management’s MidWestOne Financial Group MOFG Stock Holding History

Jacobs Levy Equity Management’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
-14,888
Closed -$473K – 1027
2022
Q4 		$473K Sell
14,888
-947
-6% -$30.4K ﹤0.01% 799
2022
Q3 		$432K Sell
15,835
-12,866
-45% -$394K ﹤0.01% 844
2022
Q2 		$853K Sell
28,701
-159
-0.6% -$4.81K 0.01% 782
2022
Q1 		$955K Sell
28,860
-846
-3% -$27K 0.01% 758
2021
Q4 		$962K Buy
29,706
+1,367
+5% +$43.7K 0.01% 743
2021
Q3 		$855K Sell
28,339
-89
-0.3% -$2.6K 0.01% 774
2021
Q2 		$818K Buy
28,428
+7,317
+35% +$225K 0.01% 783
2021
Q1 		$654K Buy
+21,111
New +$600K 0.01% 818
2020
Q1 		– Sell
-7,926
Closed -$287K – 1055
2019
Q4 		$287K Sell
7,926
-5,570
-41% -$186K ﹤0.01% 862
2019
Q3 		$412K Sell
13,496
-4,100
-23% -$120K 0.01% 744
2019
Q2 		$492K Sell
17,596
-2,484
-12% -$70.3K 0.01% 742
2019
Q1 		$547K Buy
20,080
+3,700
+23% +$105K 0.01% 768
2018
Q4 		$407K Buy
16,380
+450
+3% +$13.2K 0.01% 767
2018
Q3 		$531K Buy
+15,930
New +$534K 0.01% 763

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
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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jacobs Levy Equity Management's MOFG Position: Q1 2023 in Review

Jacobs Levy Equity Management sold out of MidWestOne Financial Group (MOFG) in Q1 2023, closing a stake of 14,888 shares — an estimated $473K sold.

Jacobs Levy Equity Management first reported a position in MOFG in Q3 2018 and held it in 14 quarters. The position peaked at $962K in Q4 2021. 87 funds tracked by Wall St. Rank hold MOFG as of Q1 2023.

  • Jacobs Levy Equity Management reported no remaining MidWestOne Financial Group position as of Q1 2023 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 14,888 MidWestOne Financial Group shares in Q1 2023, an estimated $473K.
  • Jacobs Levy Equity Management first reported a position in MidWestOne Financial Group in Q3 2018 and held it in 14 quarters.
  • Jacobs Levy Equity Management's MidWestOne Financial Group position peaked at $962K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2023, filed 15 May 2023.