MAM
MOFG

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

Martingale 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
2024
Q4 		– Sell
-33,186
Closed -$947K – 823
2024
Q3 		$947K Buy
33,186
+3,852
+13% +$105K 0.02% 466
2024
Q2 		$660K Hold
29,334
– – 0.01% 543
2024
Q1 		$688K Sell
29,334
-10
-0% -$240 0.01% 548
2023
Q4 		$790K Sell
29,344
-121
-0.4% -$2.68K 0.02% 504
2023
Q3 		$599K Buy
29,465
+1,434
+5% +$31.5K 0.01% 566
2023
Q2 		$599K Buy
28,031
+18,728
+201% +$389K 0.01% 577
2023
Q1 		$227K Sell
9,303
-23,389
-72% -$690K ﹤0.01% 756
2022
Q4 		$1.04M Sell
32,692
-713
-2% -$22.9K 0.02% 442
2022
Q3 		$913K Hold
33,405
– – 0.02% 468
2022
Q2 		$994K Buy
33,405
+11
+0% +$333 0.02% 466
2022
Q1 		$1.11M Buy
33,394
+4,856
+17% +$155K 0.02% 454
2021
Q4 		$924K Buy
28,538
+701
+3% +$22.4K 0.01% 516
2021
Q3 		$840K Buy
27,837
+4,700
+20% +$137K 0.01% 548
2021
Q2 		$666K Buy
23,137
+13,637
+144% +$419K 0.01% 517
2021
Q1 		$295K Sell
9,500
-200
-2% -$5.68K ﹤0.01% 748
2020
Q4 		$238K Sell
9,700
-53,400
-85% -$1.22M ﹤0.01% 800
2020
Q3 		$1.13M Sell
63,100
-39,600
-39% -$747K 0.01% 598
2020
Q2 		$2.05M Hold
102,700
– – 0.02% 525
2020
Q1 		$2.15M Buy
102,700
+17,700
+21% +$520K 0.03% 469
2019
Q4 		$3.08M Sell
85,000
-14,834
-15% -$495K 0.03% 492
2019
Q3 		$3.05M Buy
99,834
+16,204
+19% +$475K 0.03% 493
2019
Q2 		$2.34M Buy
83,630
+1,402
+2% +$39.7K 0.02% 550
2019
Q1 		$2.24M Buy
82,228
+3,303
+4% +$93.9K 0.02% 573
2018
Q4 		$1.96M Sell
78,925
-1,599
-2% -$46.9K 0.03% 544
2018
Q3 		$2.68M Sell
80,524
-3
-0% -$101 0.03% 477
2018
Q2 		$2.72M Buy
80,527
+4,104
+5% +$136K 0.03% 463
2018
Q1 		$2.54M Buy
76,423
+15,512
+25% +$512K 0.03% 469
2017
Q4 		$2.04M Sell
60,911
-1,104
-2% -$39K 0.03% 533
2017
Q3 		$2.09M Sell
62,015
-6
-0% -$202 0.03% 543
2017
Q2 		$2.1M Buy
62,021
+23,208
+60% +$807K 0.03% 535
2017
Q1 		$1.33M Buy
38,813
+1,200
+3% +$43.2K 0.02% 640
2016
Q4 		$1.42M Buy
37,613
+14,014
+59% +$467K 0.02% 643
2016
Q3 		$717K Buy
+23,599
New +$697K 0.01% 752
2015
Q3 		– Sell
-14,055
Closed -$464K – 863
2015
Q2 		$464K Sell
14,055
-102
-0.7% -$3.05K 0.01% 703
2015
Q1 		$409K Sell
14,157
-50
-0.4% -$1.43K 0.01% 738
2014
Q4 		$410K Sell
14,207
-1,450
-9% -$38.4K 0.01% 732
2014
Q3 		$361K Buy
15,657
+1,050
+7% +$24.9K 0.01% 733
2014
Q2 		$351K Buy
14,607
+1,004
+7% +$24.3K 0.01% 758
2014
Q1 		$344K Buy
+13,603
New +$345K 0.01% 756

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Martingale Asset Management's MOFG Position: Q4 2024 in Review

Martingale Asset Management sold out of MidWestOne Financial Group (MOFG) in Q4 2024, closing a stake of 33,186 shares — an estimated $947K sold.

Martingale Asset Management first reported a position in MOFG in Q1 2014 and held it in 39 quarters. The position peaked at $3.08M in Q4 2019. 118 funds tracked by Wall St. Rank hold MOFG as of Q4 2024.

  • Martingale Asset Management reported no remaining MidWestOne Financial Group position as of Q4 2024 after selling out during the quarter.
  • Martingale Asset Management sold 33,186 MidWestOne Financial Group shares in Q4 2024, an estimated $947K.
  • Martingale Asset Management first reported a position in MidWestOne Financial Group in Q1 2014 and held it in 39 quarters.
  • Martingale Asset Management's MidWestOne Financial Group position peaked at $3.08M in Q4 2019.
  • 118 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2024.

Based on Martingale Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.