Johnson Midwest Financial’s StoneX SNEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$5.91K	Hold	309	–	–	0.01%	247
2023 Q2	$5.07K	Hold	309	–	–	﹤0.01%	262
2023 Q1	$6.32K	Hold	309	–	–	0.01%	252
2022 Q4	$6K	Hold	309	–	–	0.02%	258
2022 Q3	$5	Hold	309	–	–	0.02%	249
2022 Q2	$5K	Hold	309	–	–	0.01%	226
2022 Q1	$5K	Hold	309	–	–	0.01%	205
2021 Q4	$4K	Hold	309	–	–	﹤0.01%	229
2021 Q3	$4K	Hold	309	–	–	﹤0.01%	229
2021 Q2	$4K	Hold	309	–	–	﹤0.01%	219
2021 Q1	$4K	Hold	309	–	–	﹤0.01%	207
2020 Q4	$4K	Buy	+309	New	+$3.49K	﹤0.01%	219

Other funds holding SNEX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

PAIM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

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

Johnson Midwest Financial held its StoneX (SNEX) position steady in Q3 2023 at 309 shares worth $5.91K. The position accounts for 0.01% of the portfolio, ranked #247.

Johnson Midwest Financial first reported a position in SNEX in Q4 2020 and has held it in 12 quarters since. The position peaked at $6.32K in Q1 2023. 216 funds tracked by Wall St. Rank hold SNEX as of Q3 2023.

Johnson Midwest Financial held 309 shares of StoneX worth $5.91K as of Q3 2023.
Johnson Midwest Financial left its StoneX share count unchanged in Q3 2023.
StoneX made up 0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #247 holding.
Johnson Midwest Financial first reported a position in StoneX in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's StoneX position peaked at $6.32K in Q1 2023.
216 funds tracked by Wall St. Rank held StoneX as of Q3 2023.

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