Jeppson Wealth Management’s Bunge Global BG Stock Holding History

Jeppson Wealth Management’s Portfolio BG Stock Details BG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-580	Closed	-$27K	–	161
2020 Q3	$27K	Buy	+580	New	+$25.9K	0.02%	304

Other funds holding BG

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

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

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

CGC

Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Jeppson Wealth Management's BG Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Bunge Global (BG) in Q4 2020, closing a stake of 580 shares — an estimated $27K sold.

Jeppson Wealth Management first reported a position in BG in Q3 2020 and held it in 1 quarter. The position peaked at $27K in Q3 2020. 428 funds tracked by Wall St. Rank hold BG as of Q4 2020.

Jeppson Wealth Management reported no remaining Bunge Global position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 580 Bunge Global shares in Q4 2020, an estimated $27K.
Jeppson Wealth Management first reported a position in Bunge Global in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Bunge Global position peaked at $27K in Q3 2020.
428 funds tracked by Wall St. Rank held Bunge Global as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.