JP Morgan Private Wealth Advisors’s LSI Industries LYTS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$520K	Sell	32,726 -3,936	-11%	-$54.9K	﹤0.01%	1236
2023 Q2	$460K	Sell	36,662 -66,610	-64%	-$834K	﹤0.01%	1072
2023 Q1	$1.44M	Buy	103,272 +18,361	+22%	+$254K	﹤0.01%	1003
2022 Q4	$1.04M	Sell	84,911 -20,210	-19%	-$202K	﹤0.01%	1122
2022 Q3	$808K	Buy	105,121 +1,040	+1%	+$7.24K	﹤0.01%	1236
2022 Q2	$642K	Buy	104,081 +4,981	+5%	+$32K	﹤0.01%	1354
2022 Q1	$595K	Sell	99,100 -3,806	-4%	-$25.3K	﹤0.01%	1463
2021 Q4	$706K	Buy	102,906 +245	+0.2%	+$1.85K	﹤0.01%	1405
2021 Q3	$796K	Buy	102,661 +3,228	+3%	+$24.6K	﹤0.01%	1309
2021 Q2	$796K	Buy	+99,433	New	+$835K	﹤0.01%	1299

Other funds holding LYTS

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

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

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

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors reduced its LSI Industries (LYTS) stake by 11% in Q3 2023, selling an estimated $54.9K and leaving 32,726 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

JP Morgan Private Wealth Advisors first reported a position in LYTS in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.44M in Q1 2023. 128 funds tracked by Wall St. Rank hold LYTS as of Q3 2023.

JP Morgan Private Wealth Advisors held 32,726 shares of LSI Industries worth $520K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 3,936 LSI Industries shares in Q3 2023, an estimated $54.9K.
LSI Industries made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1236 holding.
JP Morgan Private Wealth Advisors first reported a position in LSI Industries in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's LSI Industries position peaked at $1.44M in Q1 2023.
128 funds tracked by Wall St. Rank held LSI Industries as of Q3 2023.

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