Jupiter Asset Management’s Prosperity Bancshares PB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-97,765	Closed	-$5.34M	–	516
2023 Q3	$5.34M	Sell	97,765 -74,153	-43%	-$4.3M	0.06%	240
2023 Q2	$9.71M	Buy	171,918 +131,525	+326%	+$7.85M	0.11%	207
2023 Q1	$2.48M	Sell	40,393 -376,552	-90%	-$26.8M	0.03%	279
2022 Q4	$30.3M	Buy	416,945 +2,348	+0.6%	+$169K	0.44%	65
2022 Q3	$27.6M	Buy	414,597 +79,569	+24%	+$5.68M	0.43%	61
2022 Q2	$22.9M	Sell	335,028 -17,811	-5%	-$1.22M	0.32%	93
2022 Q1	$24.5M	Buy	+352,839	New	+$26M	0.29%	106
2021 Q1	–	Sell	-62,408	Closed	-$4.33M	–	638
2020 Q4	$4.33M	Buy	+62,408	New	+$3.83M	0.04%	336

Other funds holding PB

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Jupiter Asset Management's PB Position: Q4 2023 in Review

Jupiter Asset Management sold out of Prosperity Bancshares (PB) in Q4 2023, closing a stake of 97,765 shares — an estimated $5.34M sold.

Jupiter Asset Management first reported a position in PB in Q4 2020 and held it in 8 quarters. The position peaked at $30.3M in Q4 2022. 314 funds tracked by Wall St. Rank hold PB as of Q4 2023.

Jupiter Asset Management reported no remaining Prosperity Bancshares position as of Q4 2023 after selling out during the quarter.
Jupiter Asset Management sold 97,765 Prosperity Bancshares shares in Q4 2023, an estimated $5.34M.
Jupiter Asset Management first reported a position in Prosperity Bancshares in Q4 2020 and held it in 8 quarters.
Jupiter Asset Management's Prosperity Bancshares position peaked at $30.3M in Q4 2022.
314 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2023.

Based on Jupiter Asset Management's 13F filing for Q4 2023, filed 9 Feb 2024.