Johnson Midwest Financial’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$7.22K	Buy	252 +2	+0.8%	+$60	0.02%	229
2023 Q2	$7.26K	Hold	250	–	–	0.01%	235
2023 Q1	$7.35K	Hold	250	–	–	0.01%	231
2022 Q4	$8K	Hold	250	–	–	0.03%	226
2022 Q3	$7	Hold	250	–	–	0.03%	214
2022 Q2	$7K	Hold	250	–	–	0.01%	202
2022 Q1	$9K	Hold	250	–	–	0.01%	180
2021 Q4	$7K	Hold	250	–	–	0.01%	203
2021 Q3	$7K	Hold	250	–	–	0.01%	208
2021 Q2	$7K	Hold	250	–	–	0.01%	191
2021 Q1	$6K	Hold	250	–	–	0.01%	189
2020 Q4	$5K	Buy	+250	New	+$4.54K	﹤0.01%	206

Other funds holding TYG

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

MVP

Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

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

Johnson Midwest Financial increased its Tortoise Energy Infrastructure Corp (TYG) stake by 0.8% in Q3 2023, buying an estimated $60 and bringing the position to 252 shares worth $7.22K. The position accounts for 0.02% of the portfolio, ranked #229.

Johnson Midwest Financial first reported a position in TYG in Q4 2020 and has held it in 12 quarters since. The position peaked at $9K in Q1 2022. 102 funds tracked by Wall St. Rank hold TYG as of Q3 2023.

Johnson Midwest Financial held 252 shares of Tortoise Energy Infrastructure Corp worth $7.22K as of Q3 2023.
Johnson Midwest Financial bought 2 Tortoise Energy Infrastructure Corp shares in Q3 2023, an estimated $60.
Tortoise Energy Infrastructure Corp made up 0.02% of Johnson Midwest Financial's portfolio in Q3 2023, its #229 holding.
Johnson Midwest Financial first reported a position in Tortoise Energy Infrastructure Corp in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Tortoise Energy Infrastructure Corp position peaked at $9K in Q1 2022.
102 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2023.

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