JP Morgan Private Wealth Advisors’s Mesa Laboratories MLAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$396K	Sell	3,773 -59	-2%	-$7.56K	﹤0.01%	1345
2023 Q2	$492K	Sell	3,832 -564	-13%	-$86K	﹤0.01%	1031
2023 Q1	$768K	Buy	4,396 +25	+0.6%	+$4.48K	﹤0.01%	1290
2022 Q4	$727K	Buy	4,371 +571	+15%	+$89.5K	﹤0.01%	1298
2022 Q3	$535K	Buy	3,800 +709	+23%	+$129K	﹤0.01%	1428
2022 Q2	$630K	Buy	3,091 +781	+34%	+$171K	﹤0.01%	1359
2022 Q1	$589K	Buy	2,310 +1,148	+99%	+$312K	﹤0.01%	1467
2021 Q4	$381K	Buy	+1,162	New	+$365K	﹤0.01%	1650

Other funds holding MLAB

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

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

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

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

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

JP Morgan Private Wealth Advisors reduced its Mesa Laboratories (MLAB) stake by 1.5% in Q3 2023, selling an estimated $7.56K and leaving 3,773 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

JP Morgan Private Wealth Advisors first reported a position in MLAB in Q4 2021 and has held it in 8 quarters since. The position peaked at $768K in Q1 2023. 154 funds tracked by Wall St. Rank hold MLAB as of Q3 2023.

JP Morgan Private Wealth Advisors held 3,773 shares of Mesa Laboratories worth $396K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 59 Mesa Laboratories shares in Q3 2023, an estimated $7.56K.
Mesa Laboratories made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1345 holding.
JP Morgan Private Wealth Advisors first reported a position in Mesa Laboratories in Q4 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's Mesa Laboratories position peaked at $768K in Q1 2023.
154 funds tracked by Wall St. Rank held Mesa Laboratories as of Q3 2023.

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