JP Morgan Private Wealth Advisors’s H.B. Fuller FUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.38M	Sell	20,170 -1,699	-8%	-$120K	﹤0.01%	871
2023 Q2	$1.56M	Sell	21,869 -1,538	-7%	-$101K	0.01%	645
2023 Q1	$1.6M	Buy	23,407 +339	+1%	+$23.7K	﹤0.01%	964
2022 Q4	$1.65M	Buy	23,068 +9,800	+74%	+$708K	﹤0.01%	916
2022 Q3	$797K	Buy	13,268 +507	+4%	+$32.3K	﹤0.01%	1243
2022 Q2	$768K	Buy	12,761 +3,150	+33%	+$211K	﹤0.01%	1265
2022 Q1	$635K	Buy	9,611 +3,301	+52%	+$232K	﹤0.01%	1422
2021 Q4	$511K	Buy	6,310 +867	+16%	+$64K	﹤0.01%	1547
2021 Q3	$351K	Sell	5,443 -14,755	-73%	-$956K	﹤0.01%	1640
2021 Q2	$1.28M	Buy	+20,198	New	+$1.35M	﹤0.01%	1082
2017 Q2	–	Sell	-9,880	Closed	-$510K	–	1270
2017 Q1	$510K	Sell	9,880 -176	-2%	-$8.79K	﹤0.01%	842
2016 Q4	$486K	Buy	10,056 +1,935	+24%	+$89.7K	﹤0.01%	819
2016 Q3	$378K	Buy	8,121 +33	+0.4%	+$1.53K	﹤0.01%	891
2016 Q2	$356K	Buy	+8,088	New	+$363K	﹤0.01%	903
2014 Q4	–	Sell	-5,600	Closed	-$222K	–	1106
2014 Q3	$222K	Sell	5,600 -760	-12%	-$34.6K	﹤0.01%	946
2014 Q2	$306K	Buy	6,360 +1,021	+19%	+$48.9K	0.01%	712
2014 Q1	$258K	Buy	+5,339	New	+$258K	﹤0.01%	753

Other funds holding FUL

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

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

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

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its H.B. Fuller (FUL) stake by 7.8% in Q3 2023, selling an estimated $120K and leaving 20,170 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #871.

JP Morgan Private Wealth Advisors first reported a position in FUL in Q1 2014 and has held it in 17 quarters since. The position peaked at $1.65M in Q4 2022. 286 funds tracked by Wall St. Rank hold FUL as of Q3 2023.

JP Morgan Private Wealth Advisors held 20,170 shares of H.B. Fuller worth $1.38M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,699 H.B. Fuller shares in Q3 2023, an estimated $120K.
H.B. Fuller made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #871 holding.
JP Morgan Private Wealth Advisors first reported a position in H.B. Fuller in Q1 2014 and has held it in 17 quarters since.
JP Morgan Private Wealth Advisors's H.B. Fuller position peaked at $1.65M in Q4 2022.
286 funds tracked by Wall St. Rank held H.B. Fuller as of Q3 2023.

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