O'Shaughnessy Asset Management’s MidWestOne Financial Group MOFG Stock Holding History

O'Shaughnessy Asset Management’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
2023 Q1	–	Sell	-8,795	Closed	-$279K	–	1521
2022 Q4	$279K	Sell	8,795 -1,049	-11%	-$33.7K	﹤0.01%	996
2022 Q3	$269K	Buy	+9,844	New	+$301K	0.01%	977
2021 Q1	–	Sell	-31	Closed	-$1K	–	2426
2020 Q4	$1K	Sell	31 -229	-88%	-$5.23K	﹤0.01%	1964
2020 Q3	$5K	Buy	+260	New	+$4.9K	﹤0.01%	1489
2016 Q2	–	Sell	-552	Closed	-$15K	–	977
2016 Q1	$15K	Sell	552 -13	-2%	-$354	﹤0.01%	711
2015 Q4	$17K	Buy	565 +16	+3%	+$493	﹤0.01%	681
2015 Q3	$16K	Hold	549	–	–	﹤0.01%	656
2015 Q2	$18K	Buy	549 +287	+110%	+$8.59K	﹤0.01%	688
2015 Q1	$8K	Buy	+262	New	+$7.47K	﹤0.01%	766

Other funds holding MOFG

MFG

MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

O'Shaughnessy Asset Management's MOFG Position: Q1 2023 in Review

O'Shaughnessy Asset Management sold out of MidWestOne Financial Group (MOFG) in Q1 2023, closing a stake of 8,795 shares — an estimated $279K sold.

O'Shaughnessy Asset Management first reported a position in MOFG in Q1 2015 and held it in 9 quarters. The position peaked at $279K in Q4 2022. 87 funds tracked by Wall St. Rank hold MOFG as of Q1 2023.

O'Shaughnessy Asset Management reported no remaining MidWestOne Financial Group position as of Q1 2023 after selling out during the quarter.
O'Shaughnessy Asset Management sold 8,795 MidWestOne Financial Group shares in Q1 2023, an estimated $279K.
O'Shaughnessy Asset Management first reported a position in MidWestOne Financial Group in Q1 2015 and held it in 9 quarters.
O'Shaughnessy Asset Management's MidWestOne Financial Group position peaked at $279K in Q4 2022.
87 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2023.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2023, filed 12 May 2023.