Lazard Asset Management
MOFG

Lazard Asset Management’s MidWestOne Financial Group MOFG Stock Holding History

Lazard Asset 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
-845
Closed -$26K – 2458
2022
Q4 		$26K Buy
845
+795
+1,590% +$25.6K ﹤0.01% 2087
2022
Q3 		$1K Hold
50
– – ﹤0.01% 2258
2022
Q2 		$1K Hold
50
– – ﹤0.01% 2331
2022
Q1 		$1K Sell
50
-763
-94% -$24.4K ﹤0.01% 2287
2021
Q4 		$26K Buy
+813
New +$26K ﹤0.01% 1984

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lazard Asset Management's MOFG Position: Q1 2023 in Review

Lazard Asset Management sold out of MidWestOne Financial Group (MOFG) in Q1 2023, closing a stake of 845 shares — an estimated $26K sold.

Lazard Asset Management first reported a position in MOFG in Q4 2021 and held it in 5 quarters. The position peaked at $26K in Q4 2022. 87 funds tracked by Wall St. Rank hold MOFG as of Q1 2023.

  • Lazard Asset Management reported no remaining MidWestOne Financial Group position as of Q1 2023 after selling out during the quarter.
  • Lazard Asset Management sold 845 MidWestOne Financial Group shares in Q1 2023, an estimated $26K.
  • Lazard Asset Management first reported a position in MidWestOne Financial Group in Q4 2021 and held it in 5 quarters.
  • Lazard Asset Management's MidWestOne Financial Group position peaked at $26K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2023.

Based on Lazard Asset Management's 13F filing for Q1 2023, filed 15 May 2023.