JMPWA
SGI

JP Morgan Private Wealth Advisors’s Somnigroup International SGI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$404K Sell
9,328
-2,051
-18% -$90.9K ﹤0.01% 1341
2023
Q2 		$456K Sell
11,379
-3,266
-22% -$123K ﹤0.01% 1073
2023
Q1 		$578K Sell
14,645
-805
-5% -$32K ﹤0.01% 1413
2022
Q4 		$530K Buy
15,450
+302
+2% +$9.08K ﹤0.01% 1455
2022
Q3 		$366K Buy
15,148
+300
+2% +$7.77K ﹤0.01% 1576
2022
Q2 		$317K Buy
14,848
+7,371
+99% +$190K ﹤0.01% 1621
2022
Q1 		$209K Buy
7,477
+183
+3% +$6.74K ﹤0.01% 1895
2021
Q4 		$343K Buy
7,294
+45
+0.6% +$2.04K ﹤0.01% 1697
2021
Q3 		$336K Sell
7,249
-2,041
-22% -$89.2K ﹤0.01% 1658
2021
Q2 		$364K Sell
9,290
-3,108
-25% -$119K ﹤0.01% 1612
2021
Q1 		$453K Buy
12,398
+1,326
+12% +$42.9K ﹤0.01% 1351
2020
Q4 		$299K Sell
11,072
-156
-1% -$3.81K ﹤0.01% 1498
2020
Q3 		$250K Sell
11,228
-880
-7% -$18.2K ﹤0.01% 1427
2020
Q2 		$218K Buy
+12,108
New +$174K ﹤0.01% 1430
2018
Q2 		– Sell
-25,592
Closed -$290K – 1533
2018
Q1 		$290K Sell
25,592
-420
-2% -$5.77K ﹤0.01% 1056
2017
Q4 		$408K Sell
26,012
-3,700
-12% -$56.4K ﹤0.01% 943
2017
Q3 		$479K Sell
29,712
-1,284
-4% -$19K ﹤0.01% 865
2017
Q2 		$414K Buy
30,996
+13,308
+75% +$157K ﹤0.01% 894
2017
Q1 		$205K Sell
17,688
-19,596
-53% -$252K ﹤0.01% 1236
2016
Q4 		$636K Buy
37,284
+4,588
+14% +$68.5K 0.01% 722
2016
Q3 		$464K Sell
32,696
-3,812
-10% -$68K ﹤0.01% 814
2016
Q2 		$505K Buy
36,508
+3,348
+10% +$49.4K ﹤0.01% 775
2016
Q1 		$504K Buy
+33,160
New +$491K ﹤0.01% 755

Other funds holding SGI

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Somnigroup International (SGI) stake by 18% in Q3 2023, selling an estimated $90.9K and leaving 9,328 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

JP Morgan Private Wealth Advisors first reported a position in SGI in Q1 2016 and has held it in 23 quarters since. The position peaked at $636K in Q4 2016. 329 funds tracked by Wall St. Rank hold SGI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,328 shares of Somnigroup International worth $404K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,051 Somnigroup International shares in Q3 2023, an estimated $90.9K.
  • Somnigroup International made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1341 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Somnigroup International in Q1 2016 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's Somnigroup International position peaked at $636K in Q4 2016.
  • 329 funds tracked by Wall St. Rank held Somnigroup International as of Q3 2023.

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