Ken Griffin
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Ken Griffin’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Ken Griffin’s Portfolio JLS Stock Details JLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-37,763
Closed -$747K – 13471
2020
Q4 		$747K Buy
+37,763
New +$721K ﹤0.01% 7389

Other funds holding JLS

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Ken Griffin's JLS Position: Q1 2021 in Review

Ken Griffin sold out of Nuveen Mortgage and Income Fund (JLS) in Q1 2021, closing a stake of 37,763 shares — an estimated $747K sold.

Ken Griffin first reported a position in JLS in Q4 2020 and held it in 1 quarter. The position peaked at $747K in Q4 2020. 31 funds tracked by Wall St. Rank hold JLS as of Q1 2021.

  • Ken Griffin reported no remaining Nuveen Mortgage and Income Fund position as of Q1 2021 after selling out during the quarter.
  • Ken Griffin sold 37,763 Nuveen Mortgage and Income Fund shares in Q1 2021, an estimated $747K.
  • Ken Griffin first reported a position in Nuveen Mortgage and Income Fund in Q4 2020 and held it in 1 quarter.
  • Ken Griffin's Nuveen Mortgage and Income Fund position peaked at $747K in Q4 2020.
  • 31 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q1 2021.

Based on Citadel Advisors's 13F filing for Q1 2021, filed 17 May 2021.