Jump Financial’s NatWest NWG Stock Holding History

Jump Financial’s Portfolio NWG Stock Details NWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-22,841	Closed	-$129K	–	2174
2023 Q4	$129K	Buy	+22,841	New	+$121K	﹤0.01%	1637
2023 Q3	–	Sell	-14,502	Closed	-$88.8K	–	2132
2023 Q2	$88.8K	Buy	+14,502	New	+$95.3K	﹤0.01%	1670
2023 Q1	–	Sell	-10,547	Closed	-$68.1K	–	1919
2022 Q4	$68.1K	Buy	+10,547	New	+$61.8K	﹤0.01%	1475

Other funds holding NWG

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Jump Financial's NWG Position: Q1 2024 in Review

Jump Financial sold out of NatWest (NWG) in Q1 2024, closing a stake of 22,841 shares — an estimated $129K sold.

Jump Financial first reported a position in NWG in Q4 2022 and held it in 3 quarters. The position peaked at $129K in Q4 2023. 209 funds tracked by Wall St. Rank hold NWG as of Q1 2024.

Jump Financial reported no remaining NatWest position as of Q1 2024 after selling out during the quarter.
Jump Financial sold 22,841 NatWest shares in Q1 2024, an estimated $129K.
Jump Financial first reported a position in NatWest in Q4 2022 and held it in 3 quarters.
Jump Financial's NatWest position peaked at $129K in Q4 2023.
209 funds tracked by Wall St. Rank held NatWest as of Q1 2024.

Based on Jump Financial's 13F filing for Q1 2024, filed 13 May 2024.