WG
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Winton Group’s First Business Financial Services FBIZ Stock Holding History

Winton Group’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
2022
Q1 		– Sell
-7,341
Closed -$214K – 1025
2021
Q4 		$214K Sell
7,341
-12,658
-63% -$370K 0.01% 927
2021
Q3 		$574K Sell
19,999
-298
-1% -$8.23K 0.03% 789
2021
Q2 		$549K Buy
20,297
+1,386
+7% +$36.6K 0.03% 860
2021
Q1 		$468K Sell
18,911
-4
-0% -$90 0.03% 926
2020
Q4 		$348K Sell
18,915
-15,465
-45% -$280K 0.03% 969
2020
Q3 		$491K Sell
34,380
-2,082
-6% -$32.3K 0.02% 1123
2020
Q2 		$600K Buy
36,462
+24,666
+209% +$386K 0.02% 1148
2020
Q1 		$183K Buy
11,796
+1,192
+11% +$27.2K ﹤0.01% 1269
2019
Q4 		$279K Sell
10,604
-9,571
-47% -$237K ﹤0.01% 1377
2019
Q3 		$486K Buy
+20,175
New +$475K 0.01% 1099

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Winton Group's FBIZ Position: Q1 2022 in Review

Winton Group sold out of First Business Financial Services (FBIZ) in Q1 2022, closing a stake of 7,341 shares — an estimated $214K sold.

Winton Group first reported a position in FBIZ in Q3 2019 and held it in 10 quarters. The position peaked at $600K in Q2 2020. 77 funds tracked by Wall St. Rank hold FBIZ as of Q1 2022.

  • Winton Group reported no remaining First Business Financial Services position as of Q1 2022 after selling out during the quarter.
  • Winton Group sold 7,341 First Business Financial Services shares in Q1 2022, an estimated $214K.
  • Winton Group first reported a position in First Business Financial Services in Q3 2019 and held it in 10 quarters.
  • Winton Group's First Business Financial Services position peaked at $600K in Q2 2020.
  • 77 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2022.

Based on Winton Group's 13F filing for Q1 2022, filed 11 May 2022.