JFGIW
SR icon

Johnson Financial Group Inc (Wisconsin)’s Spire SR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17
Closed -$1.03K – 1036
2024
Q2 		$1.03K Buy
+17
New +$1.03K ﹤0.01% 733

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) sold out of Spire (SR) in Q3 2024, closing a stake of 17 shares — an estimated $1.03K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SR in Q2 2024 and held it in 1 quarter. The position peaked at $1.03K in Q2 2024. 310 funds tracked by Wall St. Rank hold SR as of Q3 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Spire position as of Q3 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 17 Spire shares in Q3 2024, an estimated $1.03K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Spire in Q2 2024 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Spire position peaked at $1.03K in Q2 2024.
  • 310 funds tracked by Wall St. Rank held Spire as of Q3 2024.

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