Johnson Midwest Financial’s Capital Southwest CSWC Stock Holding History

Johnson Midwest Financial’s Portfolio CSWC Stock Details CSWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$5.72K	Buy	+250	New	+$5.42K	0.01%	248

Other funds holding CSWC

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Johnson Midwest Financial's CSWC Position: Q3 2023 in Review

Johnson Midwest Financial opened a new position in Capital Southwest (CSWC) in Q3 2023: 250 shares worth $5.72K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings.

114 funds tracked by Wall St. Rank hold CSWC as of Q3 2023.

Johnson Midwest Financial held 250 shares of Capital Southwest worth $5.72K as of Q3 2023.
Capital Southwest was a new Johnson Midwest Financial position in Q3 2023.
Capital Southwest made up 0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #248 holding.
114 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.