JMF
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Johnson Midwest Financial’s Doximity DOCS Stock Holding History

Johnson Midwest Financial’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.04K Hold
49
– – ﹤0.01% 341
2023
Q2 		$1.67K Hold
49
– – ﹤0.01% 324
2023
Q1 		$1.59K Hold
49
– – ﹤0.01% 338
2022
Q4 		$2K Buy
+49
New +$1.5K 0.01% 317

Other funds holding DOCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Johnson Midwest Financial held its Doximity (DOCS) position steady in Q3 2023 at 49 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Johnson Midwest Financial first reported a position in DOCS in Q4 2022 and has held it in 4 quarters since. The position peaked at $2K in Q4 2022. 306 funds tracked by Wall St. Rank hold DOCS as of Q3 2023.

  • Johnson Midwest Financial held 49 shares of Doximity worth $1.04K as of Q3 2023.
  • Johnson Midwest Financial left its Doximity share count unchanged in Q3 2023.
  • Doximity made up ﹤0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #341 holding.
  • Johnson Midwest Financial first reported a position in Doximity in Q4 2022 and has held it in 4 quarters since.
  • Johnson Midwest Financial's Doximity position peaked at $2K in Q4 2022.
  • 306 funds tracked by Wall St. Rank held Doximity as of Q3 2023.

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