JCM
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Junto Capital Management’s MSCI MSCI Stock Holding History

Junto Capital Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.4M Buy
+93,550
New +$52.8M 1.07% 41
2024
Q4 		– Sell
-38,143
Closed -$22.2M – 101
2024
Q3 		$22.2M Buy
+38,143
New +$20.7M 0.5% 69
2021
Q2 		– Sell
-68,932
Closed -$28.9M – 62
2021
Q1 		$28.9M Buy
+68,932
New +$29M 1.04% 40
2020
Q4 		– Sell
-246,568
Closed -$88M – 72
2020
Q3 		$88M Buy
246,568
+83,896
+52% +$30.5M 3.19% 8
2020
Q2 		$54.3M Buy
+162,672
New +$52.6M 2.32% 16
2016
Q3 		– Sell
-486,100
Closed -$37.5M – 29
2016
Q2 		$37.5M Buy
+486,100
New +$36.8M 5.86% 8
2016
Q1 		– Sell
-599,377
Closed -$43.2M – 31
2015
Q4 		$43.2M Sell
599,377
-48,550
-7% -$3.25M 6.32% 5
2015
Q3 		$38.5M Buy
647,927
+148,172
+30% +$9.33M 8.62% 2
2015
Q2 		$30.8M Buy
+499,755
New +$31M 7.11% 6

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Edgewood Management
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Principal Financial Group
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