JP Morgan Private Wealth Advisors’s Reliance Steel & Aluminium RS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$6.73M	Sell	25,678 -28	-0.1%	-$7.76K	0.02%	444
2023 Q2	$6.98M	Sell	25,706 -1,567	-6%	-$388K	0.04%	287
2023 Q1	$7M	Buy	+27,273	New	+$6.42M	0.01%	512
2015 Q3	–	Sell	-3,537	Closed	-$214K	–	1122
2015 Q2	$214K	Buy	3,537 +12	+0.3%	+$759	﹤0.01%	951
2015 Q1	$215K	Sell	3,525 -1,028	-23%	-$57.8K	﹤0.01%	1013
2014 Q4	$279K	Buy	4,553 +255	+6%	+$16.2K	﹤0.01%	900
2014 Q3	$294K	Buy	4,298 +116	+3%	+$8.24K	﹤0.01%	850
2014 Q2	$308K	Sell	4,182 -354	-8%	-$25.4K	0.01%	709
2014 Q1	$321K	Buy	4,536 +1,892	+72%	+$135K	0.01%	705
2013 Q4	$201K	Buy	+2,644	New	+$195K	﹤0.01%	616
2013 Q3	–	Sell	-3,050	Closed	-$200K	–	658
2013 Q2	$200K	Buy	+3,050	New	+$202K	﹤0.01%	577

Other funds holding RS

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

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

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

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

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

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Reliance Steel & Aluminium (RS) stake by 0.11% in Q3 2023, selling an estimated $7.76K and leaving 25,678 shares worth $6.73M. The position accounts for 0.02% of the portfolio, ranked #444.

JP Morgan Private Wealth Advisors first reported a position in RS in Q2 2013 and has held it in 11 quarters since. The position peaked at $7M in Q1 2023. 531 funds tracked by Wall St. Rank hold RS as of Q3 2023.

JP Morgan Private Wealth Advisors held 25,678 shares of Reliance Steel & Aluminium worth $6.73M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 28 Reliance Steel & Aluminium shares in Q3 2023, an estimated $7.76K.
Reliance Steel & Aluminium made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #444 holding.
JP Morgan Private Wealth Advisors first reported a position in Reliance Steel & Aluminium in Q2 2013 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's Reliance Steel & Aluminium position peaked at $7M in Q1 2023.
531 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q3 2023.

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