Steward Partners Investment Advisory’s James River Group Holdings JRVR Stock Holding History

Steward Partners Investment Advisory’s Portfolio JRVR Stock Details JRVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13	Closed	-$1K	–	2940
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	2668
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	2581
2020 Q1	$0	Hold	13	–	–	﹤0.01%	2603
2019 Q4	$0	Sell	13 -44	-77%	-$1.73K	﹤0.01%	2667
2019 Q3	$2K	Hold	57	–	–	﹤0.01%	2435
2019 Q2	$2K	Buy	+57	New	+$2.48K	﹤0.01%	2440
2018 Q4	–	Sell	-57	Closed	-$2K	–	1488
2018 Q3	$2K	Buy	+57	New	+$2.33K	﹤0.01%	2376

Other funds holding JRVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Steward Partners Investment Advisory's JRVR Position: Q4 2020 in Review

Steward Partners Investment Advisory sold out of James River Group Holdings (JRVR) in Q4 2020, closing a stake of 13 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in JRVR in Q3 2018 and held it in 7 quarters. The position peaked at $2K in Q3 2019. 168 funds tracked by Wall St. Rank hold JRVR as of Q4 2020.

Steward Partners Investment Advisory reported no remaining James River Group Holdings position as of Q4 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 13 James River Group Holdings shares in Q4 2020, an estimated $1K.
Steward Partners Investment Advisory first reported a position in James River Group Holdings in Q3 2018 and held it in 7 quarters.
Steward Partners Investment Advisory's James River Group Holdings position peaked at $2K in Q3 2019.
168 funds tracked by Wall St. Rank held James River Group Holdings as of Q4 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2020, filed 11 Feb 2021.