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Johnson Financial Group Inc (Wisconsin)’s COPT Defense Properties CDP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-26
Closed -$659 – 936
2024
Q2 		$659 Buy
+26
New +$625 ﹤0.01% 785
2013
Q4 		– Sell
-1,655
Closed -$38K – 697
2013
Q3 		$38K Sell
1,655
-475
-22% -$11.9K 0.01% 433
2013
Q2 		$54K Buy
+2,130
New +$58.7K 0.02% 407

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Johnson Financial Group Inc (Wisconsin)'s CDP Position: Q3 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of COPT Defense Properties (CDP) in Q3 2024, closing a stake of 26 shares — an estimated $659 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in CDP in Q2 2013 and held it in 3 quarters. The position peaked at $54K in Q2 2013. 291 funds tracked by Wall St. Rank hold CDP as of Q3 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining COPT Defense Properties position as of Q3 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 26 COPT Defense Properties shares in Q3 2024, an estimated $659.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in COPT Defense Properties in Q2 2013 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s COPT Defense Properties position peaked at $54K in Q2 2013.
  • 291 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2024, filed 13 Nov 2024.