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JP Morgan Private Wealth Advisors’s The Greenbrier Companies GBX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GBX Stock Details GBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$380K Buy
9,506
+67
+0.7% +$2.88K ﹤0.01% 1357
2023
Q2 		$407K Hold
9,439
– – ﹤0.01% 1116
2023
Q1 		$304K Sell
9,439
-7,005
-43% -$212K ﹤0.01% 1672
2022
Q4 		$551K Sell
16,444
-711
-4% -$23.7K ﹤0.01% 1436
2022
Q3 		$416K Sell
17,155
-3,474
-17% -$105K ﹤0.01% 1535
2022
Q2 		$742K Sell
20,629
-30
-0.1% -$1.25K ﹤0.01% 1284
2022
Q1 		$1.06M Buy
+20,659
New +$931K ﹤0.01% 1197
2019
Q2 		– Sell
-15,928
Closed -$513K – 1410
2019
Q1 		$513K Buy
15,928
+2,062
+15% +$82.1K ﹤0.01% 1030
2018
Q4 		$548K Buy
+13,866
New +$683K ﹤0.01% 930
2018
Q1 		– Sell
-5,022
Closed -$268K – 1329
2017
Q4 		$268K Sell
5,022
-1,030
-17% -$51.7K ﹤0.01% 1087
2017
Q3 		$291K Sell
6,052
-14,829
-71% -$658K ﹤0.01% 1031
2017
Q2 		$966K Buy
20,881
+13,998
+203% +$639K 0.01% 629
2017
Q1 		$297K Buy
6,883
+97
+1% +$4.28K ﹤0.01% 1071
2016
Q4 		$282K Sell
6,786
-500
-7% -$18.6K ﹤0.01% 1020
2016
Q3 		$257K Sell
7,286
-750
-9% -$24.5K ﹤0.01% 1047
2016
Q2 		$234K Sell
8,036
-21,560
-73% -$620K ﹤0.01% 1085
2016
Q1 		$818K Sell
29,596
-174,362
-85% -$4.47M 0.01% 605
2015
Q4 		$6.65M Sell
203,958
-39,722
-16% -$1.36M 0.07% 210
2015
Q3 		$7.83M Sell
243,680
-65,089
-21% -$2.73M 0.1% 188
2015
Q2 		$14.5M Buy
308,769
+274,016
+788% +$16.4M 0.17% 145
2015
Q1 		$2.02M Buy
34,753
+2,045
+6% +$113K 0.02% 377
2014
Q4 		$1.76M Buy
32,708
+29,229
+840% +$1.65M 0.02% 406
2014
Q3 		$255K Buy
+3,479
New +$238K ﹤0.01% 893

Other funds holding GBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its The Greenbrier Companies (GBX) stake by 0.71% in Q3 2023, buying an estimated $2.88K and bringing the position to 9,506 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

JP Morgan Private Wealth Advisors first reported a position in GBX in Q3 2014 and has held it in 23 quarters since. The position peaked at $14.5M in Q2 2015. 215 funds tracked by Wall St. Rank hold GBX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,506 shares of The Greenbrier Companies worth $380K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 67 The Greenbrier Companies shares in Q3 2023, an estimated $2.88K.
  • The Greenbrier Companies made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1357 holding.
  • JP Morgan Private Wealth Advisors first reported a position in The Greenbrier Companies in Q3 2014 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's The Greenbrier Companies position peaked at $14.5M in Q2 2015.
  • 215 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q3 2023.

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