JAM
HTO

Jupiter Asset Management’s H2O America HTO Stock Holding History

Jupiter Asset Management’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,750
Closed -$203K – 477
2024
Q2 		$203K Hold
3,750
– – ﹤0.01% 382
2024
Q1 		$212K Hold
3,750
– – ﹤0.01% 416
2023
Q4 		$245K Sell
3,750
-3,666
-49% -$233K ﹤0.01% 441
2023
Q3 		$446K Buy
+7,416
New +$498K ﹤0.01% 440

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Asset Management's HTO Position: Q3 2024 in Review

Jupiter Asset Management sold out of H2O America (HTO) in Q3 2024, closing a stake of 3,750 shares — an estimated $203K sold.

Jupiter Asset Management first reported a position in HTO in Q3 2023 and held it in 4 quarters. The position peaked at $446K in Q3 2023. 252 funds tracked by Wall St. Rank hold HTO as of Q3 2024.

  • Jupiter Asset Management reported no remaining H2O America position as of Q3 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 3,750 H2O America shares in Q3 2024, an estimated $203K.
  • Jupiter Asset Management first reported a position in H2O America in Q3 2023 and held it in 4 quarters.
  • Jupiter Asset Management's H2O America position peaked at $446K in Q3 2023.
  • 252 funds tracked by Wall St. Rank held H2O America as of Q3 2024.

Based on Jupiter Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.