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Jupiter Asset Management’s Curtiss-Wright CW Stock Holding History

Jupiter Asset Management’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,483
Closed -$485K – 476
2022
Q3 		$485K Hold
3,483
– – 0.01% 439
2022
Q2 		$460K Buy
+3,483
New +$495K 0.01% 493

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jupiter Asset Management's CW Position: Q4 2022 in Review

Jupiter Asset Management sold out of Curtiss-Wright (CW) in Q4 2022, closing a stake of 3,483 shares — an estimated $485K sold.

Jupiter Asset Management first reported a position in CW in Q2 2022 and held it in 2 quarters. The position peaked at $485K in Q3 2022. 382 funds tracked by Wall St. Rank hold CW as of Q4 2022.

  • Jupiter Asset Management reported no remaining Curtiss-Wright position as of Q4 2022 after selling out during the quarter.
  • Jupiter Asset Management sold 3,483 Curtiss-Wright shares in Q4 2022, an estimated $485K.
  • Jupiter Asset Management first reported a position in Curtiss-Wright in Q2 2022 and held it in 2 quarters.
  • Jupiter Asset Management's Curtiss-Wright position peaked at $485K in Q3 2022.
  • 382 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2022.

Based on Jupiter Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.