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Kessler Investment Group’s First Merchants FRME Stock Holding History

Kessler Investment Group’s Portfolio FRME Stock Details FRME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,640
Closed -$153K – 179
2023
Q1 		$153K Hold
4,640
– – 0.1% 77
2022
Q4 		$191K Hold
4,640
– – 0.2% 55
2022
Q3 		$179K Hold
4,640
– – 0.15% 61
2022
Q2 		$165K Sell
4,640
-915
-16% -$36K 0.14% 65
2022
Q1 		$231K Sell
5,555
-126
-2% -$5.47K 0.13% 72
2021
Q4 		$238K Buy
+5,681
New +$238K 0.13% 69
2013
Q4 		– Sell
-3,079
Closed -$53K – 133
2013
Q3 		$53K Buy
+3,079
New +$55.3K 0.14% 73

Other funds holding FRME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kessler Investment Group's FRME Position: Q2 2023 in Review

Kessler Investment Group sold out of First Merchants (FRME) in Q2 2023, closing a stake of 4,640 shares — an estimated $153K sold.

Kessler Investment Group first reported a position in FRME in Q3 2013 and held it in 7 quarters. The position peaked at $238K in Q4 2021. 211 funds tracked by Wall St. Rank hold FRME as of Q2 2023.

  • Kessler Investment Group reported no remaining First Merchants position as of Q2 2023 after selling out during the quarter.
  • Kessler Investment Group sold 4,640 First Merchants shares in Q2 2023, an estimated $153K.
  • Kessler Investment Group first reported a position in First Merchants in Q3 2013 and held it in 7 quarters.
  • Kessler Investment Group's First Merchants position peaked at $238K in Q4 2021.
  • 211 funds tracked by Wall St. Rank held First Merchants as of Q2 2023.

Based on Kessler Investment Group's 13F filing for Q2 2023, filed 24 Jul 2023.