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Kimbra Edwards

@First Merchants Corp

Latest period2024 - Q3ReportedManaged Assets$2.619BTotal holdings406
Assets growth rate5.38%Assets growth rate (2-Q avg)46.13%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in First Merchants Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 406 positions.

Assets under management

The assets under management (AUM) of First Merchants Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.619B in assets, with a quarterly growth rate of 5.38% and a 2-quarter average growth rate of 46.13%. The portfolio is managed by Kimbra Edwards, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
3535⤦Franklin Electric
Recent Activity
New Position
1%
$26.038M
248,409 shares@ $104.82 avg price
ROYH⤦Roy Hotel Partners
Recent Activity
New Position
0.12%
$2.89M
0 shares@ $0.0 avg price
NTRANatera Inc
Recent Activity
New Position
0.05%
$1.05M
8,271 shares@ $126.95 avg price
PCTPurecycle Tech
Recent Activity
New Position
0.04%
$874,665
92,070 shares@ $9.5 avg price
BTHI⤦Bethel Invstmts Iii
Recent Activity
New Position
0.03%
$749,990
6 shares@ $124998.34 avg price
VCADXVg California Interm Tax Exmpt
Recent Activity
New Position
0.03%
$704,310
61,033 shares@ $11.54 avg price
6174⤦Morgan Stanley 4.431 1 23 30
Recent Activity
New Position
0.03%
$626,012
625,000 shares@ $1.01 avg price
4568⤦Ingersoll Rand 5.314 6 15 31
Recent Activity
New Position
0.02%
$522,269
500,000 shares@ $1.05 avg price
MEZZ⤦Mezzanine Loan
Recent Activity
New Position
0.02%
$456,750
3 shares@ $152250.0 avg price
METMetlife Inc
Recent Activity
New Position
0.02%
$454,878
5,515 shares@ $82.49 avg price