Liberty Wealth Management’s Old National Bancorp ONB Stock Holding History

Liberty Wealth Management’s Portfolio ONB Stock Details ONB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-349	Closed	-$6K	–	1220
2021 Q2	$6K	Sell	349 -419	-55%	-$7.93K	﹤0.01%	764
2021 Q1	$13K	Hold	768	–	–	0.01%	542
2020 Q4	$13K	Buy	768 +6	+0.8%	+$92	0.01%	539
2020 Q3	$10K	Buy	762 +264	+53%	+$3.63K	0.01%	523
2020 Q2	$7K	Buy	498 +4	+0.8%	+$54	﹤0.01%	553
2020 Q1	$7K	Sell	494 -42	-8%	-$701	0.01%	519
2019 Q4	$10K	Buy	536 +3	+0.6%	+$54	0.01%	542
2019 Q3	$9K	Buy	533 +11	+2%	+$188	0.01%	542
2019 Q2	$9K	Buy	522 +4	+0.8%	+$67	0.01%	546
2019 Q1	$8K	Buy	518 +3	+0.6%	+$50	0.01%	474
2018 Q4	$7K	Buy	+515	New	+$9.2K	0.01%	490

Other funds holding ONB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Liberty Wealth Management's ONB Position: Q3 2021 in Review

Liberty Wealth Management sold out of Old National Bancorp (ONB) in Q3 2021, closing a stake of 349 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in ONB in Q4 2018 and held it in 11 quarters. The position peaked at $13K in Q1 2021. 230 funds tracked by Wall St. Rank hold ONB as of Q3 2021.

Liberty Wealth Management reported no remaining Old National Bancorp position as of Q3 2021 after selling out during the quarter.
Liberty Wealth Management sold 349 Old National Bancorp shares in Q3 2021, an estimated $6K.
Liberty Wealth Management first reported a position in Old National Bancorp in Q4 2018 and held it in 11 quarters.
Liberty Wealth Management's Old National Bancorp position peaked at $13K in Q1 2021.
230 funds tracked by Wall St. Rank held Old National Bancorp as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.