JP Morgan Private Wealth Advisors’s PotlatchDeltic PCH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$11.5M	Buy	252,310 +7,165	+3%	+$354K	0.03%	352
2023 Q2	$13M	Buy	245,145 +108,041	+79%	+$5.2M	0.07%	200
2023 Q1	$6.79M	Buy	137,104 +121,392	+773%	+$5.7M	0.01%	522
2022 Q4	$691K	Sell	15,712 -64	-0.4%	-$2.9K	﹤0.01%	1326
2022 Q3	$647K	Sell	15,776 -4,733	-23%	-$217K	﹤0.01%	1349
2022 Q2	$906K	Sell	20,509 -154	-0.7%	-$7.95K	﹤0.01%	1189
2022 Q1	$1.09M	Buy	20,663 +11	+0.1%	+$600	﹤0.01%	1184
2021 Q4	$1.24M	Buy	20,652 +4,805	+30%	+$269K	﹤0.01%	1130
2021 Q3	$817K	Buy	+15,847	New	+$827K	﹤0.01%	1299

Other funds holding PCH

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its PotlatchDeltic (PCH) stake by 2.9% in Q3 2023, buying an estimated $354K and bringing the position to 252,310 shares worth $11.5M. The position accounts for 0.03% of the portfolio, ranked #352.

JP Morgan Private Wealth Advisors first reported a position in PCH in Q3 2021 and has held it in 9 quarters since. The position peaked at $13M in Q2 2023. 293 funds tracked by Wall St. Rank hold PCH as of Q3 2023.

JP Morgan Private Wealth Advisors held 252,310 shares of PotlatchDeltic worth $11.5M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 7,165 PotlatchDeltic shares in Q3 2023, an estimated $354K.
PotlatchDeltic made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #352 holding.
JP Morgan Private Wealth Advisors first reported a position in PotlatchDeltic in Q3 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's PotlatchDeltic position peaked at $13M in Q2 2023.
293 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2023.

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