MFW
MOFG

Meristem Family Wealth’s MidWestOne Financial Group MOFG Stock Holding History

Meristem Family Wealth’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
2022
Q1 		$14.3M Hold
432,233
– – 1.55% 7
2021
Q4 		$14M Hold
432,233
– – 1.2% 11
2021
Q3 		$13M Buy
+432,233
New +$12.6M 1.26% 10

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Meristem Family Wealth's MOFG Position: Q1 2022 in Review

Meristem Family Wealth held its MidWestOne Financial Group (MOFG) position steady in Q1 2022 at 432,233 shares worth $14.3M. The position accounts for 1.55% of the portfolio, ranked #7.

Meristem Family Wealth first reported a position in MOFG in Q3 2021 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold MOFG as of Q1 2022.

  • Meristem Family Wealth held 432,233 shares of MidWestOne Financial Group worth $14.3M as of Q1 2022.
  • Meristem Family Wealth left its MidWestOne Financial Group share count unchanged in Q1 2022.
  • MidWestOne Financial Group made up 1.55% of Meristem Family Wealth's portfolio in Q1 2022, its #7 holding.
  • Meristem Family Wealth first reported a position in MidWestOne Financial Group in Q3 2021 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.