Johnson Midwest Financial’s Prospect Capital PSEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$155K	Buy	25,596 +28	+0.1%	+$175	0.35%	39
2023 Q2	$159K	Buy	25,568 +39	+0.2%	+$251	0.14%	39
2023 Q1	$178K	Buy	25,529 +34	+0.1%	+$247	0.26%	34
2022 Q4	$178K	Buy	25,495 +34	+0.1%	+$244	0.65%	31
2022 Q3	$158	Buy	25,461 +30	+0.1%	+$224	0.6%	32
2022 Q2	$178K	Buy	25,431 +31	+0.1%	+$238	0.24%	37
2022 Q1	$210K	Buy	25,400 +15,400	+154%	+$128K	0.3%	28
2021 Q4	$84K	Hold	10,000	–	–	0.06%	65
2021 Q3	$77K	Hold	10,000	–	–	0.06%	71
2021 Q2	$84K	Hold	10,000	–	–	0.08%	63
2021 Q1	$77K	Hold	10,000	–	–	0.08%	62
2020 Q4	$54K	Buy	+10,000	New	+$52.7K	0.05%	85

Other funds holding PSEC

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Johnson Midwest Financial increased its Prospect Capital (PSEC) stake by 0.11% in Q3 2023, buying an estimated $175 and bringing the position to 25,596 shares worth $155K. The position accounts for 0.35% of the portfolio, ranked #39.

Johnson Midwest Financial first reported a position in PSEC in Q4 2020 and has held it in 12 quarters since. The position peaked at $210K in Q1 2022. 234 funds tracked by Wall St. Rank hold PSEC as of Q3 2023.

Johnson Midwest Financial held 25,596 shares of Prospect Capital worth $155K as of Q3 2023.
Johnson Midwest Financial bought 28 Prospect Capital shares in Q3 2023, an estimated $175.
Prospect Capital made up 0.35% of Johnson Midwest Financial's portfolio in Q3 2023, its #39 holding.
Johnson Midwest Financial first reported a position in Prospect Capital in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Prospect Capital position peaked at $210K in Q1 2022.
234 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2023.

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