Jupiter Asset Management
SNEX icon

Jupiter Asset Management’s StoneX SNEX Stock Holding History

Jupiter Asset Management’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-33,652
Closed -$736K – 522
2023
Q4 		$736K Sell
33,652
-34,869
-51% -$662K 0.01% 403
2023
Q3 		$1.31M Hold
68,521
– – 0.01% 376
2023
Q2 		$1.12M Sell
68,521
-68,020
-50% -$1.21M 0.01% 422
2023
Q1 		$2.79M Sell
136,541
-5,518
-4% -$105K 0.04% 266
2022
Q4 		$2.67M Buy
142,059
+52,959
+59% +$980K 0.04% 276
2022
Q3 		$1.46M Buy
89,100
+21,667
+32% +$371K 0.02% 368
2022
Q2 		$1.04M Buy
67,433
+12,252
+22% +$177K 0.01% 426
2022
Q1 		$807K Sell
55,181
-81,577
-60% -$1.13M 0.01% 422
2021
Q4 		$1.66M Buy
+136,758
New +$1.79M 0.02% 377
2021
Q3 		– Sell
-572,498
Closed -$6.86M – 638
2021
Q2 		$6.86M Hold
572,498
– – 0.07% 248
2021
Q1 		$7.4M Sell
572,498
-36,860
-6% -$444K 0.07% 253
2020
Q4 		$6.96M Buy
609,358
+36,860
+6% +$416K 0.07% 262
2020
Q3 		$5.79M Hold
572,498
– – 0.06% 281
2020
Q2 		$6.19M Hold
572,498
– – 0.21% 117
2020
Q1 		$4.09M Hold
572,498
– – 0.18% 125
2019
Q4 		$5.5M Hold
572,498
– – 0.17% 139
2019
Q3 		$4.64M Hold
572,498
– – 0.15% 142
2019
Q2 		$4.48M Buy
572,498
+116,382
+26% +$868K 0.14% 137
2019
Q1 		$3.49M Buy
456,116
+86,240
+23% +$681K 0.11% 163
2018
Q4 		$2.67M Hold
369,876
– – 0.09% 176
2018
Q3 		$3.53M Sell
369,876
-33,053
-8% -$352K 0.1% 187
2018
Q2 		$4.11M Sell
402,929
-12,869
-3% -$121K 0.12% 182
2018
Q1 		$3.5M Sell
415,798
-39,447
-9% -$332K 0.11% 186
2017
Q4 		$3.83M Buy
455,245
+37,331
+9% +$307K 0.11% 181
2017
Q3 		$3.16M Buy
+417,914
New +$3.06M 0.11% 178
2015
Q2 		– Sell
-568,671
Closed -$3.34M – 221
2015
Q1 		$3.34M Sell
568,671
-1,057,617
-65% -$5.08M 0.12% 180
2014
Q4 		$6.61M Buy
1,626,288
+71,382
+5% +$254K 0.21% 121
2014
Q3 		$5.32M Buy
1,554,906
+176,681
+13% +$665K 0.18% 137
2014
Q2 		$5.42M Buy
1,378,225
+145,800
+12% +$543K 0.17% 158
2014
Q1 		$4.58M Buy
+1,232,425
New +$4.47M 0.15% 169

Other funds holding SNEX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Asset Management's SNEX Position: Q1 2024 in Review

Jupiter Asset Management sold out of StoneX (SNEX) in Q1 2024, closing a stake of 33,652 shares — an estimated $736K sold.

Jupiter Asset Management first reported a position in SNEX in Q1 2014 and held it in 30 quarters. The position peaked at $7.4M in Q1 2021. 237 funds tracked by Wall St. Rank hold SNEX as of Q1 2024.

  • Jupiter Asset Management reported no remaining StoneX position as of Q1 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 33,652 StoneX shares in Q1 2024, an estimated $736K.
  • Jupiter Asset Management first reported a position in StoneX in Q1 2014 and held it in 30 quarters.
  • Jupiter Asset Management's StoneX position peaked at $7.4M in Q1 2021.
  • 237 funds tracked by Wall St. Rank held StoneX as of Q1 2024.

Based on Jupiter Asset Management's 13F filing for Q1 2024, filed 10 May 2024.