JIM
Jupiter Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $255M | Sell |
699,967
-373,446
| -35% | -$136M | 4.08% | 2 |
|
|
2020
Q1 | $273M | Sell |
1,073,413
-73,432
| -6% | -$18.7M | 5.32% | 2 |
|
|
2019
Q4 | $337M | Buy |
1,146,845
+34,417
| +3% | +$10.1M | 4.66% | 1 |
|
|
2019
Q3 | $249M | Sell |
1,112,428
-109,908
| -9% | -$24.6M | 3.22% | 1 |
|
|
2019
Q2 | $242M | Buy |
1,222,336
+262,444
| +27% | +$51.9M | 2.47% | 2 |
|
|
2019
Q1 | $182M | Sell |
959,892
-25,596
| -3% | -$4.86M | 1.68% | 12 |
|
|
2018
Q4 | $155M | Sell |
985,488
-76,171
| -7% | -$12M | 1.38% | 21 |
|
|
2018
Q3 | $240M | Buy |
1,061,659
+36,321
| +4% | +$8.2M | 1.64% | 15 |
|
|
2018
Q2 | $190M | Buy |
1,025,338
+105,475
| +11% | +$19.5M | 1.35% | 22 |
|
|
2018
Q1 | $154M | Buy |
919,863
+66,640
| +8% | +$11.2M | 1.23% | 28 |
|
|
2017
Q4 | $144M | Buy |
853,223
+124,449
| +17% | +$21.1M | 1.33% | 23 |
|
|
2017
Q3 | $112M | Buy |
728,774
+69,412
| +11% | +$10.7M | 1.17% | 27 |
|
|
2017
Q2 | $95M | Buy |
659,362
+20,757
| +3% | +$2.99M | 1.15% | 33 |
|
|
2017
Q1 | $91.7M | Sell |
638,605
-43,293
| -6% | -$6.22M | 1.3% | 28 |
|
|
2016
Q4 | $79M | Buy |
681,898
+137,043
| +25% | +$15.9M | 1.36% | 26 |
|
|
2016
Q3 | $61.6M | Sell |
544,855
-83,591
| -13% | -$9.45M | 1.07% | 30 |
|
|
2016
Q2 | $60.1M | Sell |
628,446
-273,306
| -30% | -$26.1M | 1.13% | 24 |
|
|
2016
Q1 | $98.3M | Sell |
901,752
-53,794
| -6% | -$5.86M | 2.01% | 4 |
|
|
2015
Q4 | $101M | Sell |
955,546
-247,060
| -21% | -$26M | 2.68% | 3 |
|
|
2015
Q3 | $133M | Buy |
1,202,606
+384,348
| +47% | +$42.4M | 3.75% | 1 |
|
|
2015
Q2 | $103M | Buy |
818,258
+250,133
| +44% | +$31.4M | 2.99% | 1 |
|
|
2015
Q1 | $70.7M | Buy |
568,125
+6,010
| +1% | +$748K | 2.25% | 1 |
|
|
2014
Q4 | $62M | Sell |
562,115
-19,095
| -3% | -$2.11M | 2.2% | 2 |
|
|
2014
Q3 | $58.6M | Buy |
581,210
+51,772
| +10% | +$5.22M | 2.89% | 1 |
|
|
2014
Q2 | $49.2M | Buy |
529,438
+499,151
| +1,648% | +$46.4M | 2.76% | 1 |
|
|
2014
Q1 | $16.3M | Buy |
30,287
+3,727
| +14% | +$2M | 1.1% | 25 |
|
|
2013
Q4 | $14.9M | Buy |
26,560
+3,203
| +14% | +$1.8M | 1.26% | 10 |
|
|
2013
Q3 | $11.1M | Buy |
23,357
+10,694
| +84% | +$5.1M | 1.06% | 16 |
|
|
2013
Q2 | $5.02M | Buy |
+12,663
| New | +$5.02M | 0.6% | 60 |
|