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FBIZ icon

O'Shaughnessy Asset Management’s First Business Financial Services FBIZ Stock Holding History

O'Shaughnessy Asset Management’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-67
Closed -$1K – 1906
2020
Q2 		$1K Sell
67
-2,822
-98% -$44.1K ﹤0.01% 1586
2020
Q1 		$45K Sell
2,889
-862
-23% -$19.7K ﹤0.01% 798
2019
Q4 		$99K Buy
3,751
+15
+0.4% +$372 ﹤0.01% 798
2019
Q3 		$90K Buy
3,736
+169
+5% +$3.98K ﹤0.01% 654
2019
Q2 		$84K Buy
+3,567
New +$81K ﹤0.01% 677
2015
Q4 		– Sell
-122
Closed -$3K – 941
2015
Q3 		$3K Sell
122
-64
-34% -$1.45K ﹤0.01% 804
2015
Q2 		$4K Hold
186
– – ﹤0.01% 851
2015
Q1 		$4K Buy
186
+32
+21% +$727 ﹤0.01% 840
2014
Q4 		$4K Buy
+154
New +$3.48K ﹤0.01% 897

Other funds holding FBIZ

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BlackRock
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Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return