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Meeder Asset Management’s Financial Institutions FISI Stock Holding History

Meeder Asset Management’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5
Closed – – 2376
2021
Q4 		$0 Buy
+5
New +$160 ﹤0.01% 1576
2020
Q3 		– Sell
-230
Closed -$4K – 2234
2020
Q2 		$4K Sell
230
-1,907
-89% -$33.3K ﹤0.01% 1578
2020
Q1 		$39K Buy
2,137
+731
+52% +$19.6K ﹤0.01% 1002
2019
Q4 		$45K Hold
1,406
– – ﹤0.01% 1044
2019
Q3 		$42K Buy
1,406
+284
+25% +$8.32K ﹤0.01% 1065
2019
Q2 		$33K Hold
1,122
– – ﹤0.01% 1069
2019
Q1 		$30K Hold
1,122
– – ﹤0.01% 977
2018
Q4 		$29K Hold
1,122
– – ﹤0.01% 952
2018
Q3 		$35K Buy
1,122
+791
+239% +$25.6K ﹤0.01% 885
2018
Q2 		$10.9K Hold
331
– – ﹤0.01% 1107
2018
Q1 		$10K Buy
+331
New +$10.4K ﹤0.01% 1062
2017
Q4 		– Sell
-908
Closed -$26K – 1698
2017
Q3 		$26K Sell
908
-257
-22% -$7.26K ﹤0.01% 826
2017
Q2 		$35K Buy
1,165
+933
+402% +$29.6K ﹤0.01% 724
2017
Q1 		$8K Buy
+232
New +$7.74K ﹤0.01% 911

Other funds holding FISI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meeder Asset Management's FISI Position: Q1 2022 in Review

Meeder Asset Management sold out of Financial Institutions (FISI) in Q1 2022, closing a stake of 5 shares.

Meeder Asset Management first reported a position in FISI in Q1 2017 and held it in 14 quarters. The position peaked at $45K in Q4 2019. 130 funds tracked by Wall St. Rank hold FISI as of Q1 2022.

  • Meeder Asset Management reported no remaining Financial Institutions position as of Q1 2022 after selling out during the quarter.
  • Meeder Asset Management sold 5 Financial Institutions shares in Q1 2022.
  • Meeder Asset Management first reported a position in Financial Institutions in Q1 2017 and held it in 14 quarters.
  • Meeder Asset Management's Financial Institutions position peaked at $45K in Q4 2019.
  • 130 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2022.

Based on Meeder Asset Management's 13F filing for Q1 2022, filed 10 May 2022.