JAM
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Jupiter Asset Management’s Grocery Outlet GO Stock Holding History

Jupiter Asset Management’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-151,676
Closed -$4.42M – 450
2022
Q4 		$4.42M Sell
151,676
-45,820
-23% -$1.44M 0.06% 230
2022
Q3 		$6.58M Buy
+197,496
New +$8.03M 0.1% 213

Other funds holding GO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jupiter Asset Management's GO Position: Q1 2023 in Review

Jupiter Asset Management sold out of Grocery Outlet (GO) in Q1 2023, closing a stake of 151,676 shares — an estimated $4.42M sold.

Jupiter Asset Management first reported a position in GO in Q3 2022 and held it in 2 quarters. The position peaked at $6.58M in Q3 2022. 224 funds tracked by Wall St. Rank hold GO as of Q1 2023.

  • Jupiter Asset Management reported no remaining Grocery Outlet position as of Q1 2023 after selling out during the quarter.
  • Jupiter Asset Management sold 151,676 Grocery Outlet shares in Q1 2023, an estimated $4.42M.
  • Jupiter Asset Management first reported a position in Grocery Outlet in Q3 2022 and held it in 2 quarters.
  • Jupiter Asset Management's Grocery Outlet position peaked at $6.58M in Q3 2022.
  • 224 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2023.

Based on Jupiter Asset Management's 13F filing for Q1 2023, filed 10 May 2023.