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JP Morgan Private Wealth Advisors’s Ferrari RACE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RACE Stock Details RACE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$10M Buy
33,939
+4,237
+14% +$1.32M 0.03% 376
2023
Q2 		$9.7M Sell
29,702
-11,012
-27% -$3.21M 0.05% 235
2023
Q1 		$11M Buy
40,714
+225
+0.6% +$57.5K 0.02% 408
2022
Q4 		$8.67M Sell
40,489
-2,045
-5% -$421K 0.02% 450
2022
Q3 		$7.99M Sell
42,534
-847
-2% -$169K 0.02% 444
2022
Q2 		$7.95M Sell
43,381
-755
-2% -$150K 0.02% 463
2022
Q1 		$9.76M Sell
44,136
-6,254
-12% -$1.4M 0.02% 446
2021
Q4 		$13M Buy
50,390
+4,193
+9% +$1.03M 0.03% 391
2021
Q3 		$9.69M Buy
46,197
+1,082
+2% +$232K 0.02% 429
2021
Q2 		$9.31M Buy
45,115
+5,474
+14% +$1.14M 0.02% 434
2021
Q1 		$8.31M Buy
39,641
+17,455
+79% +$3.57M 0.03% 398
2020
Q4 		$5.09M Buy
22,186
+2,190
+11% +$447K 0.02% 476
2020
Q3 		$3.67M Buy
19,996
+3,417
+21% +$636K 0.01% 502
2020
Q2 		$2.83M Buy
16,579
+1,911
+13% +$308K 0.01% 495
2020
Q1 		$2.28M Buy
14,668
+7,718
+111% +$1.24M 0.01% 509
2019
Q4 		$1.15M Buy
6,950
+827
+14% +$134K 0.01% 756
2019
Q3 		$945K Buy
6,123
+849
+16% +$135K ﹤0.01% 775
2019
Q2 		$858K Hold
5,274
– – ﹤0.01% 797
2019
Q1 		$708K Buy
5,274
+2,401
+84% +$294K ﹤0.01% 895
2018
Q4 		$286K Sell
2,873
-385
-12% -$43.2K ﹤0.01% 1191
2018
Q3 		$449K Sell
3,258
-8,586
-72% -$1.13M ﹤0.01% 1110
2018
Q2 		$1.61M Buy
11,844
+820
+7% +$108K 0.01% 645
2018
Q1 		$1.32M Buy
11,024
+1,656
+18% +$201K 0.01% 581
2017
Q4 		$984K Sell
9,368
-1,359
-13% -$151K 0.01% 660
2017
Q3 		$1.19M Buy
10,727
+7,469
+229% +$796K 0.01% 585
2017
Q2 		$279K Buy
3,258
+373
+13% +$30.6K ﹤0.01% 1041
2017
Q1 		$215K Buy
+2,885
New +$187K ﹤0.01% 1211

Other funds holding RACE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Ferrari (RACE) stake by 14% in Q3 2023, buying an estimated $1.32M and bringing the position to 33,939 shares worth $10M. The position accounts for 0.03% of the portfolio, ranked #376.

JP Morgan Private Wealth Advisors first reported a position in RACE in Q1 2017 and has held it in 27 quarters since. The position peaked at $13M in Q4 2021. 522 funds tracked by Wall St. Rank hold RACE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 33,939 shares of Ferrari worth $10M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 4,237 Ferrari shares in Q3 2023, an estimated $1.32M.
  • Ferrari made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #376 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Ferrari in Q1 2017 and has held it in 27 quarters since.
  • JP Morgan Private Wealth Advisors's Ferrari position peaked at $13M in Q4 2021.
  • 522 funds tracked by Wall St. Rank held Ferrari as of Q3 2023.

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