JP Morgan Private Wealth Advisors’s Acushnet Holdings GOLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3.01M	Sell	56,820 -1,258	-2%	-$70.7K	0.01%	621
2023 Q2	$3.18M	Sell	58,078 -6,405	-10%	-$317K	0.02%	434
2023 Q1	$3.28M	Buy	64,483 +6,119	+10%	+$297K	0.01%	713
2022 Q4	$2.48M	Buy	58,364 +5,315	+10%	+$240K	0.01%	772
2022 Q3	$2.31M	Buy	53,049 +5,263	+11%	+$253K	0.01%	794
2022 Q2	$1.99M	Buy	47,786 +6,141	+15%	+$253K	0.01%	858
2022 Q1	$1.68M	Buy	41,645 +13,762	+49%	+$622K	﹤0.01%	970
2021 Q4	$1.48M	Buy	27,883 +1,809	+7%	+$95.1K	﹤0.01%	1053
2021 Q3	$1.22M	Buy	26,074 +4,844	+23%	+$246K	﹤0.01%	1120
2021 Q2	$1.05M	Buy	21,230 +15,746	+287%	+$756K	﹤0.01%	1173
2021 Q1	$227K	Sell	5,484 -2,826	-34%	-$120K	﹤0.01%	1634
2020 Q4	$337K	Buy	+8,310	New	+$311K	﹤0.01%	1453
2020 Q3	–	Sell	-5,964	Closed	-$207K	–	1606
2020 Q2	$207K	Buy	+5,964	New	+$177K	﹤0.01%	1451

Other funds holding GOLF

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Acushnet Holdings (GOLF) stake by 2.2% in Q3 2023, selling an estimated $70.7K and leaving 56,820 shares worth $3.01M. The position accounts for 0.01% of the portfolio, ranked #621.

JP Morgan Private Wealth Advisors first reported a position in GOLF in Q2 2020 and has held it in 13 quarters since. The position peaked at $3.28M in Q1 2023. 224 funds tracked by Wall St. Rank hold GOLF as of Q3 2023.

JP Morgan Private Wealth Advisors held 56,820 shares of Acushnet Holdings worth $3.01M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,258 Acushnet Holdings shares in Q3 2023, an estimated $70.7K.
Acushnet Holdings made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #621 holding.
JP Morgan Private Wealth Advisors first reported a position in Acushnet Holdings in Q2 2020 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Acushnet Holdings position peaked at $3.28M in Q1 2023.
224 funds tracked by Wall St. Rank held Acushnet Holdings as of Q3 2023.

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