Jupiter Asset Management’s BWX Technologies BWXT Stock Holding History

Jupiter Asset Management’s Portfolio BWXT Stock Details BWXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-37,105	Closed	-$2.34M	–	510
2023 Q1	$2.34M	Sell	37,105 -22,393	-38%	-$1.35M	0.03%	284
2022 Q4	$3.46M	Sell	59,498 -26,878	-31%	-$1.54M	0.05%	244
2022 Q3	$4.35M	Buy	+86,376	New	+$4.66M	0.07%	253

Other funds holding BWXT

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Jupiter Asset Management's BWXT Position: Q2 2023 in Review

Jupiter Asset Management sold out of BWX Technologies (BWXT) in Q2 2023, closing a stake of 37,105 shares — an estimated $2.34M sold.

Jupiter Asset Management first reported a position in BWXT in Q3 2022 and held it in 3 quarters. The position peaked at $4.35M in Q3 2022. 375 funds tracked by Wall St. Rank hold BWXT as of Q2 2023.

Jupiter Asset Management reported no remaining BWX Technologies position as of Q2 2023 after selling out during the quarter.
Jupiter Asset Management sold 37,105 BWX Technologies shares in Q2 2023, an estimated $2.34M.
Jupiter Asset Management first reported a position in BWX Technologies in Q3 2022 and held it in 3 quarters.
Jupiter Asset Management's BWX Technologies position peaked at $4.35M in Q3 2022.
375 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2023.

Based on Jupiter Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.