Jackson Grant Investment Advisers’s Ferrari RACE Stock Holding History

Jackson Grant Investment Advisers’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-176	Closed	-$33K	–	335
2022 Q3	$33K	Hold	176	–	–	0.02%	220
2022 Q2	$32K	Hold	176	–	–	0.02%	231
2022 Q1	$39K	Hold	176	–	–	0.02%	225
2021 Q4	$46K	Hold	176	–	–	0.02%	175
2021 Q3	$37K	Hold	176	–	–	0.02%	234
2021 Q2	$36K	Hold	176	–	–	0.02%	237
2021 Q1	$37K	Hold	176	–	–	0.02%	226
2020 Q4	$40K	Buy	+176	New	+$35.9K	0.02%	204

Other funds holding RACE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jackson Grant Investment Advisers's RACE Position: Q4 2022 in Review

Jackson Grant Investment Advisers sold out of Ferrari (RACE) in Q4 2022, closing a stake of 176 shares — an estimated $33K sold.

Jackson Grant Investment Advisers first reported a position in RACE in Q4 2020 and held it in 8 quarters. The position peaked at $46K in Q4 2021. 439 funds tracked by Wall St. Rank hold RACE as of Q4 2022.

Jackson Grant Investment Advisers reported no remaining Ferrari position as of Q4 2022 after selling out during the quarter.
Jackson Grant Investment Advisers sold 176 Ferrari shares in Q4 2022, an estimated $33K.
Jackson Grant Investment Advisers first reported a position in Ferrari in Q4 2020 and held it in 8 quarters.
Jackson Grant Investment Advisers's Ferrari position peaked at $46K in Q4 2021.
439 funds tracked by Wall St. Rank held Ferrari as of Q4 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2022, filed 26 Jan 2023.