Swiss National Bank’s MidWestOne Financial Group MOFG Stock Holding History

Swiss National Bank’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
2024 Q2	–	Sell	-29,400	Closed	-$689K	–	2498
2024 Q1	$689K	Hold	29,400	–	–	﹤0.01%	2380
2023 Q4	$791K	Sell	29,400 -3,400	-10%	-$75.4K	﹤0.01%	2361
2023 Q3	$667K	Buy	32,800 +800	+3%	+$17.6K	﹤0.01%	2431
2023 Q2	$684K	Hold	32,000	–	–	﹤0.01%	2472
2023 Q1	$781K	Sell	32,000 -3,800	-11%	-$112K	﹤0.01%	2378
2022 Q4	$1.14M	Buy	35,800 +500	+1%	+$16.1K	﹤0.01%	2279
2022 Q3	$963K	Hold	35,300	–	–	﹤0.01%	2360
2022 Q2	$1.05M	Hold	35,300	–	–	﹤0.01%	2334
2022 Q1	$1.17M	Buy	35,300 +1,800	+5%	+$57.5K	﹤0.01%	2332
2021 Q4	$1.08M	Hold	33,500	–	–	﹤0.01%	2438
2021 Q3	$1.01M	Hold	33,500	–	–	﹤0.01%	2433
2021 Q2	$964K	Sell	33,500 -1,500	-4%	-$46.1K	﹤0.01%	2494
2021 Q1	$1.08M	Buy	35,000 +700	+2%	+$19.9K	﹤0.01%	2318
2020 Q4	$840K	Hold	34,300	–	–	﹤0.01%	2363
2020 Q3	$613K	Hold	34,300	–	–	﹤0.01%	2311
2020 Q2	$686K	Buy	34,300 +6,300	+23%	+$122K	﹤0.01%	2289
2020 Q1	$586K	Hold	28,000	–	–	﹤0.01%	2113
2019 Q4	$1.01M	Buy	+28,000	New	+$935K	﹤0.01%	2132

Other funds holding MOFG

MFG

MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Swiss National Bank's MOFG Position: Q2 2024 in Review

Swiss National Bank sold out of MidWestOne Financial Group (MOFG) in Q2 2024, closing a stake of 29,400 shares — an estimated $689K sold.

Swiss National Bank first reported a position in MOFG in Q4 2019 and held it in 18 quarters. The position peaked at $1.17M in Q1 2022. 87 funds tracked by Wall St. Rank hold MOFG as of Q2 2024.

Swiss National Bank reported no remaining MidWestOne Financial Group position as of Q2 2024 after selling out during the quarter.
Swiss National Bank sold 29,400 MidWestOne Financial Group shares in Q2 2024, an estimated $689K.
Swiss National Bank first reported a position in MidWestOne Financial Group in Q4 2019 and held it in 18 quarters.
Swiss National Bank's MidWestOne Financial Group position peaked at $1.17M in Q1 2022.
87 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2024.

Based on Swiss National Bank's 13F filing for Q2 2024, filed 8 Aug 2024.