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Woodley Farra Manion Portfolio Management’s First Mid Bancshares FMBH Stock Holding History

Woodley Farra Manion Portfolio Management’s Portfolio FMBH Stock Details FMBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-247
Closed -$6K – 196
2020
Q2 		$6K Hold
247
– – ﹤0.01% 307
2020
Q1 		$6K Hold
247
– – ﹤0.01% 306
2019
Q4 		$9K Buy
+247
New +$8.63K ﹤0.01% 288

Other funds holding FMBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's FMBH Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of First Mid Bancshares (FMBH) in Q3 2020, closing a stake of 247 shares — an estimated $6K sold.

Woodley Farra Manion Portfolio Management first reported a position in FMBH in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 80 funds tracked by Wall St. Rank hold FMBH as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining First Mid Bancshares position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 247 First Mid Bancshares shares in Q3 2020, an estimated $6K.
  • Woodley Farra Manion Portfolio Management first reported a position in First Mid Bancshares in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's First Mid Bancshares position peaked at $9K in Q4 2019.
  • 80 funds tracked by Wall St. Rank held First Mid Bancshares as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.