Neumeier Poma Investment Counsel’s First Merchants FRME Stock Holding History

Neumeier Poma Investment Counsel’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
2023 Q3	–	Sell	-178,255	Closed	-$5.03M	–	44
2023 Q2	$5.03M	Sell	178,255 -233,310	-57%	-$6.62M	0.46%	42
2023 Q1	$13.6M	Sell	411,565 -10,535	-2%	-$417K	1.26%	33
2022 Q4	$17.4M	Buy	422,100 +46,670	+12%	+$1.97M	1.61%	29
2022 Q3	$14.5M	Sell	375,430 -42,375	-10%	-$1.68M	1.44%	30
2022 Q2	$14.9M	Buy	417,805 +44,805	+12%	+$1.76M	1.16%	36
2022 Q1	$15.5M	Buy	+373,000	New	+$16.2M	1.04%	36
2020 Q2	–	Sell	-390,025	Closed	-$10.3M	–	41
2020 Q1	$10.3M	Buy	+390,025	New	+$14.2M	1.06%	38

Other funds holding FRME

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

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCMLC

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Neumeier Poma Investment Counsel's FRME Position: Q3 2023 in Review

Neumeier Poma Investment Counsel sold out of First Merchants (FRME) in Q3 2023, closing a stake of 178,255 shares — an estimated $5.03M sold.

Neumeier Poma Investment Counsel first reported a position in FRME in Q1 2020 and held it in 7 quarters. The position peaked at $17.4M in Q4 2022. 213 funds tracked by Wall St. Rank hold FRME as of Q3 2023.

Neumeier Poma Investment Counsel reported no remaining First Merchants position as of Q3 2023 after selling out during the quarter.
Neumeier Poma Investment Counsel sold 178,255 First Merchants shares in Q3 2023, an estimated $5.03M.
Neumeier Poma Investment Counsel first reported a position in First Merchants in Q1 2020 and held it in 7 quarters.
Neumeier Poma Investment Counsel's First Merchants position peaked at $17.4M in Q4 2022.
213 funds tracked by Wall St. Rank held First Merchants as of Q3 2023.

Based on Neumeier Poma Investment Counsel's 13F filing for Q3 2023, filed 9 Nov 2023.