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JP Morgan Private Wealth Advisors’s SL Green Realty SLG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,772
Closed -$352K – 1999
2022
Q3 		$352K Sell
8,772
-2,883
-25% -$134K ﹤0.01% 1594
2022
Q2 		$538K Sell
11,655
-5,653
-33% -$360K ﹤0.01% 1434
2022
Q1 		$1.41M Buy
+17,308
New +$1.36M ﹤0.01% 1055
2021
Q4 		– Sell
-20,382
Closed -$1.44M – 2040
2021
Q3 		$1.44M Sell
20,382
-530
-3% -$38.7K ﹤0.01% 1041
2021
Q2 		$1.67M Buy
20,912
+8,157
+64% +$620K ﹤0.01% 953
2021
Q1 		$893K Buy
12,755
+6,952
+120% +$469K ﹤0.01% 1094
2020
Q4 		$356K Sell
5,803
-2,092
-26% -$111K ﹤0.01% 1427
2020
Q3 		$354K Sell
7,895
-871
-10% -$40.4K ﹤0.01% 1293
2020
Q2 		$418K Sell
8,766
-1,374
-14% -$63.1K ﹤0.01% 1182
2020
Q1 		$423K Sell
10,140
-797
-7% -$62.1K ﹤0.01% 995
2019
Q4 		$973K Buy
10,937
+297
+3% +$24.4K ﹤0.01% 804
2019
Q3 		$842K Buy
10,640
+2,936
+38% +$228K ﹤0.01% 821
2019
Q2 		$599K Buy
7,704
+93
+1% +$7.84K ﹤0.01% 919
2019
Q1 		$663K Buy
7,611
+1,574
+26% +$136K ﹤0.01% 923
2018
Q4 		$462K Sell
6,037
-2,378
-28% -$210K ﹤0.01% 999
2018
Q3 		$794K Buy
8,415
+5,965
+243% +$589K ﹤0.01% 906
2018
Q2 		$238K Buy
+2,450
New +$231K ﹤0.01% 1295

Other funds holding SLG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SLG Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of SL Green Realty (SLG) in Q4 2022, closing a stake of 8,772 shares — an estimated $352K sold.

JP Morgan Private Wealth Advisors first reported a position in SLG in Q2 2018 and held it in 17 quarters. The position peaked at $1.67M in Q2 2021. 286 funds tracked by Wall St. Rank hold SLG as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining SL Green Realty position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,772 SL Green Realty shares in Q4 2022, an estimated $352K.
  • JP Morgan Private Wealth Advisors first reported a position in SL Green Realty in Q2 2018 and held it in 17 quarters.
  • JP Morgan Private Wealth Advisors's SL Green Realty position peaked at $1.67M in Q2 2021.
  • 286 funds tracked by Wall St. Rank held SL Green Realty as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.