JMF
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Johnson Midwest Financial’s TFS Financial TFSL Stock Holding History

Johnson Midwest Financial’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-400
Closed -$5K – 348
2022
Q2 		$5K Hold
400
– – 0.01% 228
2022
Q1 		$7K Hold
400
– – 0.01% 193
2021
Q4 		$7K Hold
400
– – 0.01% 202
2021
Q3 		$8K Hold
400
– – 0.01% 200
2021
Q2 		$8K Buy
+400
New +$8.32K 0.01% 187

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johnson Midwest Financial's TFSL Position: Q3 2022 in Review

Johnson Midwest Financial sold out of TFS Financial (TFSL) in Q3 2022, closing a stake of 400 shares — an estimated $5K sold.

Johnson Midwest Financial first reported a position in TFSL in Q2 2021 and held it in 5 quarters. The position peaked at $8K in Q3 2021. 146 funds tracked by Wall St. Rank hold TFSL as of Q3 2022.

  • Johnson Midwest Financial reported no remaining TFS Financial position as of Q3 2022 after selling out during the quarter.
  • Johnson Midwest Financial sold 400 TFS Financial shares in Q3 2022, an estimated $5K.
  • Johnson Midwest Financial first reported a position in TFS Financial in Q2 2021 and held it in 5 quarters.
  • Johnson Midwest Financial's TFS Financial position peaked at $8K in Q3 2021.
  • 146 funds tracked by Wall St. Rank held TFS Financial as of Q3 2022.

Based on Johnson Midwest Financial's 13F filing for Q3 2022, filed 13 Oct 2022.