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Jana Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Jana Partners’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-69,530
Closed -$17.5M – 25
2018
Q4 		$17.5M Buy
+69,530
New +$18.9M 0.8% 26

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jana Partners's IVV Position: Q1 2019 in Review

Jana Partners sold out of iShares Core S&P 500 ETF (IVV) in Q1 2019, closing a stake of 69,530 shares — an estimated $17.5M sold.

Jana Partners first reported a position in IVV in Q4 2018 and held it in 1 quarter. The position peaked at $17.5M in Q4 2018. 1,605 funds tracked by Wall St. Rank hold IVV as of Q1 2019.

  • Jana Partners reported no remaining iShares Core S&P 500 ETF position as of Q1 2019 after selling out during the quarter.
  • Jana Partners sold 69,530 iShares Core S&P 500 ETF shares in Q1 2019, an estimated $17.5M.
  • Jana Partners first reported a position in iShares Core S&P 500 ETF in Q4 2018 and held it in 1 quarter.
  • Jana Partners's iShares Core S&P 500 ETF position peaked at $17.5M in Q4 2018.
  • 1,605 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2019.

Based on Jana Partners's 13F filing for Q1 2019, filed 15 May 2019.