Legacy Financial Group (Iowa)
JOUT icon

Legacy Financial Group (Iowa)’s Johnson Outdoors JOUT Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio JOUT Stock Details JOUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-508
Closed -$27.8K – 286
2023
Q3 		$27.8K Buy
+508
New +$28.8K 0.01% 231

Other funds holding JOUT

JFGIW
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Dimensional Fund Advisors
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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Legacy Financial Group (Iowa)'s JOUT Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Johnson Outdoors (JOUT) in Q4 2023, closing a stake of 508 shares — an estimated $27.8K sold.

Legacy Financial Group (Iowa) first reported a position in JOUT in Q3 2023 and held it in 1 quarter. The position peaked at $27.8K in Q3 2023. 115 funds tracked by Wall St. Rank hold JOUT as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Johnson Outdoors position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 508 Johnson Outdoors shares in Q4 2023, an estimated $27.8K.
  • Legacy Financial Group (Iowa) first reported a position in Johnson Outdoors in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Johnson Outdoors position peaked at $27.8K in Q3 2023.
  • 115 funds tracked by Wall St. Rank held Johnson Outdoors as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.