JMF
U icon

Johnson Midwest Financial’s Unity U Stock Holding History

Johnson Midwest Financial’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$879 Hold
28
– – ﹤0.01% 345
2023
Q2 		$1.22K Hold
28
– – ﹤0.01% 338
2023
Q1 		$908 Hold
28
– – ﹤0.01% 356
2022
Q4 		$1K Buy
+28
New +$877 ﹤0.01% 367

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Johnson Midwest Financial held its Unity (U) position steady in Q3 2023 at 28 shares worth $879. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Johnson Midwest Financial first reported a position in U in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.22K in Q2 2023. 499 funds tracked by Wall St. Rank hold U as of Q3 2023.

  • Johnson Midwest Financial held 28 shares of Unity worth $879 as of Q3 2023.
  • Johnson Midwest Financial left its Unity share count unchanged in Q3 2023.
  • Unity made up ﹤0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #345 holding.
  • Johnson Midwest Financial first reported a position in Unity in Q4 2022 and has held it in 4 quarters since.
  • Johnson Midwest Financial's Unity position peaked at $1.22K in Q2 2023.
  • 499 funds tracked by Wall St. Rank held Unity as of Q3 2023.

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