MFG
CSR

Mendota Financial Group’s Centerspace CSR Stock Holding History

Mendota Financial Group’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2
Closed -$141 – 561
2024
Q3 		$141 Buy
+2
New +$144 ﹤0.01% 771

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State Street
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SAM
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mendota Financial Group's CSR Position: Q4 2024 in Review

Mendota Financial Group sold out of Centerspace (CSR) in Q4 2024, closing a stake of 2 shares — an estimated $141 sold.

Mendota Financial Group first reported a position in CSR in Q3 2024 and held it in 1 quarter. The position peaked at $141 in Q3 2024. 196 funds tracked by Wall St. Rank hold CSR as of Q4 2024.

  • Mendota Financial Group reported no remaining Centerspace position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 2 Centerspace shares in Q4 2024, an estimated $141.
  • Mendota Financial Group first reported a position in Centerspace in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Centerspace position peaked at $141 in Q3 2024.
  • 196 funds tracked by Wall St. Rank held Centerspace as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.