JAM
BR icon

Jupiter Asset Management’s Broadridge BR Stock Holding History

Jupiter Asset Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-164,365
Closed -$21.7M – 229
2018
Q3 		$21.7M Sell
164,365
-22,563
-12% -$2.86M 0.62% 41
2018
Q2 		$21.5M Buy
186,928
+35,564
+23% +$4.01M 0.63% 40
2018
Q1 		$16.6M Buy
151,364
+68,811
+83% +$6.83M 0.51% 49
2017
Q4 		$7.48M Buy
82,553
+19,553
+31% +$1.71M 0.22% 125
2017
Q3 		$5.09M Sell
63,000
-78,500
-55% -$6.05M 0.17% 133
2017
Q2 		$10.7M Buy
141,500
+35,500
+33% +$2.56M 0.37% 70
2017
Q1 		$7.2M Buy
106,000
+30,000
+39% +$2.03M 0.26% 95
2016
Q4 		$5.04M Buy
76,000
+14,500
+24% +$943K 0.19% 135
2016
Q3 		$4.17M Buy
+61,500
New +$4.2M 0.16% 158

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