JP Morgan Private Wealth Advisors’s Gibraltar Industries ROCK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$528K	Sell	7,819 -1,667	-18%	-$114K	﹤0.01%	1229
2023 Q2	$597K	Sell	9,486 -6,696	-41%	-$362K	﹤0.01%	962
2023 Q1	$785K	Sell	16,182 -166	-1%	-$8.49K	﹤0.01%	1279
2022 Q4	$750K	Buy	16,348 +2,477	+18%	+$119K	﹤0.01%	1287
2022 Q3	$568K	Buy	13,871 +2,160	+18%	+$92.1K	﹤0.01%	1404
2022 Q2	$454K	Sell	11,711 -272	-2%	-$11.1K	﹤0.01%	1490
2022 Q1	$515K	Sell	11,983 -1,337	-10%	-$70.4K	﹤0.01%	1522
2021 Q4	$888K	Sell	13,320 -1,184	-8%	-$84.5K	﹤0.01%	1309
2021 Q3	$1.01M	Buy	14,504 +1,625	+13%	+$117K	﹤0.01%	1204
2021 Q2	$983K	Buy	12,879 +4,770	+59%	+$394K	﹤0.01%	1210
2021 Q1	$742K	Sell	8,109 -3,327	-29%	-$305K	﹤0.01%	1170
2020 Q4	$823K	Buy	11,436 +100	+0.9%	+$6.68K	﹤0.01%	1079
2020 Q3	$738K	Buy	11,336 +988	+10%	+$58.3K	﹤0.01%	1007
2020 Q2	$497K	Buy	+10,348	New	+$460K	﹤0.01%	1099

Other funds holding ROCK

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors reduced its Gibraltar Industries (ROCK) stake by 18% in Q3 2023, selling an estimated $114K and leaving 7,819 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

JP Morgan Private Wealth Advisors first reported a position in ROCK in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.01M in Q3 2021. 258 funds tracked by Wall St. Rank hold ROCK as of Q3 2023.

JP Morgan Private Wealth Advisors held 7,819 shares of Gibraltar Industries worth $528K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,667 Gibraltar Industries shares in Q3 2023, an estimated $114K.
Gibraltar Industries made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1229 holding.
JP Morgan Private Wealth Advisors first reported a position in Gibraltar Industries in Q2 2020 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's Gibraltar Industries position peaked at $1.01M in Q3 2021.
258 funds tracked by Wall St. Rank held Gibraltar Industries as of Q3 2023.

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