ZIM
MOFG

Zacks Investment Management’s MidWestOne Financial Group MOFG Stock Holding History

Zacks Investment Management’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
2023
Q1 		– Sell
-6,543
Closed -$208K – 673
2022
Q4 		$208K Sell
6,543
-967
-13% -$31.1K ﹤0.01% 563
2022
Q3 		$205K Hold
7,510
– – ﹤0.01% 538
2022
Q2 		$223K Hold
7,510
– – ﹤0.01% 532
2022
Q1 		$249K Buy
+7,510
New +$240K ﹤0.01% 542

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zacks Investment Management's MOFG Position: Q1 2023 in Review

Zacks Investment Management sold out of MidWestOne Financial Group (MOFG) in Q1 2023, closing a stake of 6,543 shares — an estimated $208K sold.

Zacks Investment Management first reported a position in MOFG in Q1 2022 and held it in 4 quarters. The position peaked at $249K in Q1 2022. 87 funds tracked by Wall St. Rank hold MOFG as of Q1 2023.

  • Zacks Investment Management reported no remaining MidWestOne Financial Group position as of Q1 2023 after selling out during the quarter.
  • Zacks Investment Management sold 6,543 MidWestOne Financial Group shares in Q1 2023, an estimated $208K.
  • Zacks Investment Management first reported a position in MidWestOne Financial Group in Q1 2022 and held it in 4 quarters.
  • Zacks Investment Management's MidWestOne Financial Group position peaked at $249K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2023.

Based on Zacks Investment Management's 13F filing for Q1 2023, filed 15 May 2023.