JP Morgan Private Wealth Advisors’s MasterCraft Boat Holdings MCFT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$365K	Sell	16,446 -1,935	-11%	-$49.7K	﹤0.01%	1376
2023 Q2	$563K	Sell	18,381 -36,724	-67%	-$1.06M	﹤0.01%	979
2023 Q1	$1.68M	Sell	55,105 -1,513	-3%	-$47K	﹤0.01%	948
2022 Q4	$1.46M	Sell	56,618 -1,519	-3%	-$35.9K	﹤0.01%	967
2022 Q3	$1.1M	Sell	58,137 -712	-1%	-$16.4K	﹤0.01%	1091
2022 Q2	$1.24M	Buy	58,849 +2,364	+4%	+$54.9K	﹤0.01%	1027
2022 Q1	$1.39M	Sell	56,485 -2,486	-4%	-$66.1K	﹤0.01%	1059
2021 Q4	$1.67M	Sell	58,971 -343	-0.6%	-$9.37K	﹤0.01%	988
2021 Q3	$1.49M	Buy	59,314 +1,650	+3%	+$42.3K	﹤0.01%	1029
2021 Q2	$1.52M	Buy	57,664 +3,519	+6%	+$98.3K	﹤0.01%	1002
2021 Q1	$1.44M	Sell	54,145 -424	-0.8%	-$11.8K	﹤0.01%	887
2020 Q4	$1.35M	Buy	54,569 +2,182	+4%	+$48.7K	﹤0.01%	885
2020 Q3	$916K	Buy	52,387 +16,054	+44%	+$321K	﹤0.01%	918
2020 Q2	$692K	Buy	36,333 +19,396	+115%	+$244K	﹤0.01%	945
2020 Q1	$124K	Buy	+16,937	New	+$248K	﹤0.01%	1348

Other funds holding MCFT

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

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

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

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

SFM

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

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

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its MasterCraft Boat Holdings (MCFT) stake by 11% in Q3 2023, selling an estimated $49.7K and leaving 16,446 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

JP Morgan Private Wealth Advisors first reported a position in MCFT in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.68M in Q1 2023. 136 funds tracked by Wall St. Rank hold MCFT as of Q3 2023.

JP Morgan Private Wealth Advisors held 16,446 shares of MasterCraft Boat Holdings worth $365K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,935 MasterCraft Boat Holdings shares in Q3 2023, an estimated $49.7K.
MasterCraft Boat Holdings made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1376 holding.
JP Morgan Private Wealth Advisors first reported a position in MasterCraft Boat Holdings in Q1 2020 and has held it in 15 quarters since.
JP Morgan Private Wealth Advisors's MasterCraft Boat Holdings position peaked at $1.68M in Q1 2023.
136 funds tracked by Wall St. Rank held MasterCraft Boat Holdings as of Q3 2023.

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