Migdal Insurance & Financial Holdings’s First Merchants FRME Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio FRME Stock Details FRME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-452	Closed	-$17K	–	760
2019 Q3	$17K	Sell	452 -216	-32%	-$8.07K	﹤0.01%	678
2019 Q2	$25K	Sell	668 -252	-27%	-$9.23K	﹤0.01%	668
2019 Q1	$34K	Sell	920 -97	-10%	-$3.71K	﹤0.01%	614
2018 Q4	$35K	Sell	1,017 -531	-34%	-$21.6K	﹤0.01%	576
2018 Q3	$70K	Buy	1,548 +149	+11%	+$7.09K	﹤0.01%	633
2018 Q2	$65K	Buy	1,399 +762	+120%	+$34.2K	﹤0.01%	574
2018 Q1	$27K	Buy	+637	New	+$27.2K	﹤0.01%	492

Other funds holding FRME

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

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

VNIM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FRME Position: Q4 2019 in Review

Migdal Insurance & Financial Holdings sold out of First Merchants (FRME) in Q4 2019, closing a stake of 452 shares — an estimated $17K sold.

Migdal Insurance & Financial Holdings first reported a position in FRME in Q1 2018 and held it in 7 quarters. The position peaked at $70K in Q3 2018. 196 funds tracked by Wall St. Rank hold FRME as of Q4 2019.

Migdal Insurance & Financial Holdings reported no remaining First Merchants position as of Q4 2019 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 452 First Merchants shares in Q4 2019, an estimated $17K.
Migdal Insurance & Financial Holdings first reported a position in First Merchants in Q1 2018 and held it in 7 quarters.
Migdal Insurance & Financial Holdings's First Merchants position peaked at $70K in Q3 2018.
196 funds tracked by Wall St. Rank held First Merchants as of Q4 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2019, filed 13 Feb 2020.