State Street
MDWT

State Street’s Midwest Holding Inc. Common Stock MDWT Stock Holding History

State Street’s Portfolio MDWT Stock Details MDWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,572
Closed -$203K – 4632
2023
Q2 		$203K Buy
+7,572
New +$169K ﹤0.01% 4004
2021
Q2 		– Sell
-5,400
Closed -$270K – 4498
2021
Q1 		$270K Buy
+5,400
New +$284K ﹤0.01% 3804

Other funds holding MDWT

DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CM
Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street's MDWT Position: Q3 2023 in Review

State Street sold out of Midwest Holding Inc. Common Stock (MDWT) in Q3 2023, closing a stake of 7,572 shares — an estimated $203K sold.

State Street first reported a position in MDWT in Q1 2021 and held it in 2 quarters. The position peaked at $270K in Q1 2021. 25 funds tracked by Wall St. Rank hold MDWT as of Q3 2023.

  • State Street reported no remaining Midwest Holding Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • State Street sold 7,572 Midwest Holding Inc. Common Stock shares in Q3 2023, an estimated $203K.
  • State Street first reported a position in Midwest Holding Inc. Common Stock in Q1 2021 and held it in 2 quarters.
  • State Street's Midwest Holding Inc. Common Stock position peaked at $270K in Q1 2021.
  • 25 funds tracked by Wall St. Rank held Midwest Holding Inc. Common Stock as of Q3 2023.

Based on State Street's 13F filing for Q3 2023, filed 14 Nov 2023.