Jupiter Asset Management’s Williams Companies WMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-53,449	Closed	-$1.39M	–	651
2021 Q3	$1.39M	Buy	53,449 +27,075	+103%	+$682K	0.02%	381
2021 Q2	$700K	Buy	+26,374	New	+$675K	0.01%	467
2020 Q1	–	Sell	-243,029	Closed	-$5.76M	–	227
2019 Q4	$5.76M	Buy	243,029 +2,412	+1%	+$55.2K	0.18%	134
2019 Q3	$5.79M	Buy	+240,617	New	+$6.07M	0.19%	129

Other funds holding WMB

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Jupiter Asset Management's WMB Position: Q4 2021 in Review

Jupiter Asset Management sold out of Williams Companies (WMB) in Q4 2021, closing a stake of 53,449 shares — an estimated $1.39M sold.

Jupiter Asset Management first reported a position in WMB in Q3 2019 and held it in 4 quarters. The position peaked at $5.79M in Q3 2019. 1,028 funds tracked by Wall St. Rank hold WMB as of Q4 2021.

Jupiter Asset Management reported no remaining Williams Companies position as of Q4 2021 after selling out during the quarter.
Jupiter Asset Management sold 53,449 Williams Companies shares in Q4 2021, an estimated $1.39M.
Jupiter Asset Management first reported a position in Williams Companies in Q3 2019 and held it in 4 quarters.
Jupiter Asset Management's Williams Companies position peaked at $5.79M in Q3 2019.
1,028 funds tracked by Wall St. Rank held Williams Companies as of Q4 2021.

Based on Jupiter Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.