JGC
UP icon

J. Goldman & Co’s Wheels Up UP Stock Holding History

J. Goldman & Co’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,153
Closed -$540K – 537
2020
Q4 		$540K Buy
+2,153
New +$4.27M 0.03% 274

Other funds holding UP

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
EPC
Emerson Point Capital Larchmont, New York $108M AUM 19.03% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

J. Goldman & Co's UP Position: Q1 2021 in Review

J. Goldman & Co sold out of Wheels Up (UP) in Q1 2021, closing a stake of 6,223 shares — an estimated $12.4M sold.

J. Goldman & Co first reported a position in UP in Q4 2020 and held it in 1 quarter. The position peaked at $12.4M in Q4 2020. 74 funds tracked by Wall St. Rank hold UP as of Q1 2021.

  • J. Goldman & Co reported no remaining Wheels Up position as of Q1 2021 after selling out during the quarter.
  • J. Goldman & Co sold 6,223 Wheels Up shares in Q1 2021, an estimated $12.4M.
  • J. Goldman & Co first reported a position in Wheels Up in Q4 2020 and held it in 1 quarter.
  • J. Goldman & Co's Wheels Up position peaked at $12.4M in Q4 2020.
  • 74 funds tracked by Wall St. Rank held Wheels Up as of Q1 2021.

Based on J. Goldman & Co's 13F filing for Q1 2021, filed 17 May 2021.