Westfield Capital Management’s First Interstate BancSystem FIBK Stock Holding History

Westfield Capital Management’s Portfolio FIBK Stock Details FIBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,033,974	Closed	-$40M	–	238
2022 Q4	$40M	Buy	1,033,974 +347,030	+51%	+$14.7M	0.31%	119
2022 Q3	$27.7M	Buy	686,944 +20,676	+3%	+$833K	0.22%	153
2022 Q2	$25.4M	Buy	666,268 +645,858	+3,164%	+$23M	0.2%	152
2022 Q1	$750K	Buy	20,410 +4,790	+31%	+$189K	﹤0.01%	220
2021 Q4	$635K	Buy	+15,620	New	+$648K	﹤0.01%	232

Other funds holding FIBK

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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Westfield Capital Management's FIBK Position: Q1 2023 in Review

Westfield Capital Management sold out of First Interstate BancSystem (FIBK) in Q1 2023, closing a stake of 1,033,974 shares — an estimated $40M sold.

Westfield Capital Management first reported a position in FIBK in Q4 2021 and held it in 5 quarters. The position peaked at $40M in Q4 2022. 222 funds tracked by Wall St. Rank hold FIBK as of Q1 2023.

Westfield Capital Management reported no remaining First Interstate BancSystem position as of Q1 2023 after selling out during the quarter.
Westfield Capital Management sold 1,033,974 First Interstate BancSystem shares in Q1 2023, an estimated $40M.
Westfield Capital Management first reported a position in First Interstate BancSystem in Q4 2021 and held it in 5 quarters.
Westfield Capital Management's First Interstate BancSystem position peaked at $40M in Q4 2022.
222 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2023.

Based on Westfield Capital Management's 13F filing for Q1 2023, filed 12 May 2023.