Pricing

MidWestOne Financial Group, Inc.

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IOWA CITY IA
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Midwestone Financial Group is based out of Iowa City. Their last reported 13F filing for Q4 2023 included $526,352,617 in managed 13F securities and a top 10 holdings concentration of 35.62%. Midwestone Financial Group's largest holding is MidWestOne Financial Group Inc with shares held of 4,159,097. Whalewisdom has at least 19 13F filings, and 210 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2020-08-10. The notice included securities offered of Debt

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MOFG MidWestOne Financial 21.26%
AAPL Apple Inc 5.3%
MSFT Microsoft Corp. 2.2%
ABBV AbbVie Inc 1.15%
SCHV Schwab U.S. Large-Ca 1.08%

2023-12-31

13F Activity

Market Value $0.53b, Prior: $441m
New Purchases 27 stocks
Added To 126 stocks
Sold out of 13 stocks
Reduced holdings in 87 stocks
Top 10 Holdings % 35.62%
Turnover %[1] 14.29%
Turnover Alt %[2] 3.47%
Time Held Top 20 7.95 quarters
Time Held Top 10 8.3 quarters
Time Held All 11.12 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance