JP Morgan Private Wealth Advisors’s Brunswick BC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.75M	Sell	22,112 -359	-2%	-$29.6K	0.01%	788
2023 Q2	$1.95M	Sell	22,471 -2,910	-11%	-$237K	0.01%	569
2023 Q1	$2.08M	Buy	25,381 +520	+2%	+$43K	﹤0.01%	864
2022 Q4	$1.79M	Sell	24,861 -1,338	-5%	-$95.2K	﹤0.01%	893
2022 Q3	$1.72M	Buy	26,199 +2,634	+11%	+$198K	﹤0.01%	900
2022 Q2	$1.54M	Buy	23,565 +1,954	+9%	+$144K	﹤0.01%	936
2022 Q1	$1.75M	Buy	21,611 +7,991	+59%	+$737K	﹤0.01%	959
2021 Q4	$1.37M	Buy	13,620 +1,574	+13%	+$154K	﹤0.01%	1088
2021 Q3	$1.15M	Buy	12,046 +1,790	+17%	+$178K	﹤0.01%	1152
2021 Q2	$1.02M	Buy	10,256 +7,976	+350%	+$812K	﹤0.01%	1190
2021 Q1	$217K	Sell	2,280 -526	-19%	-$48.2K	﹤0.01%	1652
2020 Q4	$214K	Buy	+2,806	New	+$198K	﹤0.01%	1621
2020 Q3	–	Sell	-3,169	Closed	-$203K	–	1601
2020 Q2	$203K	Buy	+3,169	New	+$158K	﹤0.01%	1456
2017 Q2	–	Sell	-8,052	Closed	-$493K	–	1243
2017 Q1	$493K	Sell	8,052 -1,032	-11%	-$61K	﹤0.01%	861
2016 Q4	$496K	Buy	9,084 +1,095	+14%	+$54.2K	﹤0.01%	813
2016 Q3	$390K	Hold	7,989	–	–	﹤0.01%	879
2016 Q2	$362K	Sell	7,989 -126	-2%	-$5.97K	﹤0.01%	897
2016 Q1	$389K	Buy	+8,115	New	+$351K	﹤0.01%	839

Other funds holding BC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BC Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Brunswick (BC) stake by 1.6% in Q3 2023, selling an estimated $29.6K and leaving 22,112 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #788.

JP Morgan Private Wealth Advisors first reported a position in BC in Q1 2016 and has held it in 18 quarters since. The position peaked at $2.08M in Q1 2023. 379 funds tracked by Wall St. Rank hold BC as of Q3 2023.

JP Morgan Private Wealth Advisors held 22,112 shares of Brunswick worth $1.75M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 359 Brunswick shares in Q3 2023, an estimated $29.6K.
Brunswick made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #788 holding.
JP Morgan Private Wealth Advisors first reported a position in Brunswick in Q1 2016 and has held it in 18 quarters since.
JP Morgan Private Wealth Advisors's Brunswick position peaked at $2.08M in Q1 2023.
379 funds tracked by Wall St. Rank held Brunswick as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.