JMF
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Johnson Midwest Financial’s S&P Global SPGI Stock Holding History

Johnson Midwest Financial’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$9.13K Hold
25
– – 0.02% 217
2023
Q2 		$10K Hold
25
– – 0.01% 206
2023
Q1 		$8.62K Hold
25
– – 0.01% 217
2022
Q4 		$8K Buy
+25
New +$8.24K 0.03% 223

Other funds holding SPGI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Johnson Midwest Financial held its S&P Global (SPGI) position steady in Q3 2023 at 25 shares worth $9.13K. The position accounts for 0.02% of the portfolio, ranked #217.

Johnson Midwest Financial first reported a position in SPGI in Q4 2022 and has held it in 4 quarters since. The position peaked at $10K in Q2 2023. 1,623 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • Johnson Midwest Financial held 25 shares of S&P Global worth $9.13K as of Q3 2023.
  • Johnson Midwest Financial left its S&P Global share count unchanged in Q3 2023.
  • S&P Global made up 0.02% of Johnson Midwest Financial's portfolio in Q3 2023, its #217 holding.
  • Johnson Midwest Financial first reported a position in S&P Global in Q4 2022 and has held it in 4 quarters since.
  • Johnson Midwest Financial's S&P Global position peaked at $10K in Q2 2023.
  • 1,623 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

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