Zurich Cantonal Bank
MOFG

Zurich Cantonal Bank’s MidWestOne Financial Group MOFG Stock Holding History

Zurich Cantonal Bank’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
2024
Q2 		– Sell
-1,544
Closed -$36.2K – 2689
2024
Q1 		$36.2K Hold
1,544
– – ﹤0.01% 2596
2023
Q4 		$41.5K Hold
1,544
– – ﹤0.01% 2621
2023
Q3 		$31.4K Hold
1,544
– – ﹤0.01% 2673
2023
Q2 		$33K Hold
1,544
– – ﹤0.01% 2678
2023
Q1 		$37.7K Hold
1,544
– – ﹤0.01% 2655
2022
Q4 		$49K Hold
1,544
– – ﹤0.01% 2611
2022
Q3 		$42K Hold
1,544
– – ﹤0.01% 2650
2022
Q2 		$46K Hold
1,544
– – ﹤0.01% 2626
2022
Q1 		$51K Hold
1,544
– – ﹤0.01% 2518
2021
Q4 		$50K Buy
+1,544
New +$49.4K ﹤0.01% 2738

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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Zurich Cantonal Bank's MOFG Position: Q2 2024 in Review

Zurich Cantonal Bank sold out of MidWestOne Financial Group (MOFG) in Q2 2024, closing a stake of 1,544 shares — an estimated $36.2K sold.

Zurich Cantonal Bank first reported a position in MOFG in Q4 2021 and held it in 10 quarters. The position peaked at $51K in Q1 2022. 87 funds tracked by Wall St. Rank hold MOFG as of Q2 2024.

  • Zurich Cantonal Bank reported no remaining MidWestOne Financial Group position as of Q2 2024 after selling out during the quarter.
  • Zurich Cantonal Bank sold 1,544 MidWestOne Financial Group shares in Q2 2024, an estimated $36.2K.
  • Zurich Cantonal Bank first reported a position in MidWestOne Financial Group in Q4 2021 and held it in 10 quarters.
  • Zurich Cantonal Bank's MidWestOne Financial Group position peaked at $51K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2024.

Based on Zurich Cantonal Bank's 13F filing for Q2 2024, filed 29 Jul 2024.