WG
MOFG

Winton Group’s MidWestOne Financial Group MOFG Stock Holding History

Winton Group’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
2020
Q4 		– Sell
-27,831
Closed -$497K – 1437
2020
Q3 		$497K Sell
27,831
-7,545
-21% -$142K 0.02% 1117
2020
Q2 		$708K Buy
35,376
+4,308
+14% +$83.2K 0.02% 1102
2020
Q1 		$651K Sell
31,068
-3,212
-9% -$94.4K 0.02% 959
2019
Q4 		$1.24M Sell
34,280
-3,244
-9% -$108K 0.02% 986
2019
Q3 		$1.15M Buy
+37,524
New +$1.1M 0.01% 769

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Winton Group's MOFG Position: Q4 2020 in Review

Winton Group sold out of MidWestOne Financial Group (MOFG) in Q4 2020, closing a stake of 27,831 shares — an estimated $497K sold.

Winton Group first reported a position in MOFG in Q3 2019 and held it in 5 quarters. The position peaked at $1.24M in Q4 2019. 81 funds tracked by Wall St. Rank hold MOFG as of Q4 2020.

  • Winton Group reported no remaining MidWestOne Financial Group position as of Q4 2020 after selling out during the quarter.
  • Winton Group sold 27,831 MidWestOne Financial Group shares in Q4 2020, an estimated $497K.
  • Winton Group first reported a position in MidWestOne Financial Group in Q3 2019 and held it in 5 quarters.
  • Winton Group's MidWestOne Financial Group position peaked at $1.24M in Q4 2019.
  • 81 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2020.

Based on Winton Group's 13F filing for Q4 2020, filed 12 Feb 2021.