JP Morgan Private Wealth Advisors’s Saic SAIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$415K	Sell	3,930 -345	-8%	-$39.7K	﹤0.01%	1325
2023 Q2	$481K	Sell	4,275 -5,948	-58%	-$618K	﹤0.01%	1047
2023 Q1	$1.1M	Sell	10,223 -371	-4%	-$39.1K	﹤0.01%	1124
2022 Q4	$1.18M	Sell	10,594 -1,076	-9%	-$113K	﹤0.01%	1074
2022 Q3	$1.03M	Sell	11,670 -84	-0.7%	-$7.82K	﹤0.01%	1114
2022 Q2	$1.09M	Buy	11,754 +187	+2%	+$16.3K	﹤0.01%	1100
2022 Q1	$1.07M	Sell	11,567 -634	-5%	-$54.7K	﹤0.01%	1195
2021 Q4	$1.02M	Buy	12,201 +163	+1%	+$14.2K	﹤0.01%	1232
2021 Q3	$1.03M	Buy	12,038 +525	+5%	+$44.9K	﹤0.01%	1195
2021 Q2	$1.01M	Buy	11,513 +1,465	+15%	+$131K	﹤0.01%	1196
2021 Q1	$840K	Buy	+10,048	New	+$943K	﹤0.01%	1116

Other funds holding SAIC

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

JP Morgan Private Wealth Advisors reduced its Saic (SAIC) stake by 8.1% in Q3 2023, selling an estimated $39.7K and leaving 3,930 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

JP Morgan Private Wealth Advisors first reported a position in SAIC in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.18M in Q4 2022. 367 funds tracked by Wall St. Rank hold SAIC as of Q3 2023.

JP Morgan Private Wealth Advisors held 3,930 shares of Saic worth $415K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 345 Saic shares in Q3 2023, an estimated $39.7K.
Saic made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1325 holding.
JP Morgan Private Wealth Advisors first reported a position in Saic in Q1 2021 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's Saic position peaked at $1.18M in Q4 2022.
367 funds tracked by Wall St. Rank held Saic as of Q3 2023.

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