JFGIW
P

Johnson Financial Group Inc (Wisconsin)’s Everpure Inc P Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-760
Closed -$15K – 784
2021
Q2 		$15K Hold
760
– – ﹤0.01% 538
2021
Q1 		$16K Buy
760
+175
+30% +$4.16K ﹤0.01% 521
2020
Q4 		$13K Buy
+585
New +$11.2K ﹤0.01% 435

Other funds holding P

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s P Position: Q3 2021 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Everpure Inc (P) in Q3 2021, closing a stake of 760 shares — an estimated $15K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in P in Q4 2020 and held it in 3 quarters. The position peaked at $16K in Q1 2021. 312 funds tracked by Wall St. Rank hold P as of Q3 2021.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Everpure Inc position as of Q3 2021 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 760 Everpure Inc shares in Q3 2021, an estimated $15K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Everpure Inc in Q4 2020 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Everpure Inc position peaked at $16K in Q1 2021.
  • 312 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2021.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2021, filed 12 Nov 2021.