JIM
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Jupiter Investment Management’s Ameriprise Financial AMP Stock Holding History

Jupiter Investment Management’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-78,541
Closed -$8.05M – 388
2020
Q1 		$8.05M Buy
78,541
+28,315
+56% +$4.2M 0.16% 129
2019
Q4 		$8.37M Buy
50,226
+12,867
+34% +$1.99M 0.12% 182
2019
Q3 		$5.5M Buy
37,359
+34,803
+1,362% +$4.88M 0.07% 233
2019
Q2 		$371K Sell
2,556
-3,644
-59% -$527K ﹤0.01% 285
2019
Q1 		$794K Buy
+6,200
New +$769K 0.01% 257
2017
Q3 		– Sell
-6,058
Closed -$771K – 356
2017
Q2 		$771K Sell
6,058
-117,036
-95% -$14.9M 0.01% 282
2017
Q1 		$16M Buy
+123,094
New +$15.2M 0.23% 95
2016
Q2 		– Sell
-7,730
Closed -$726K – 432
2016
Q1 		$726K Buy
+7,730
New +$693K 0.01% 338
2015
Q4 		– Sell
-173
Closed -$18K – 283
2015
Q3 		$18K Sell
173
-195,904
-100% -$23.1M ﹤0.01% 334
2015
Q2 		$24.5M Buy
196,077
+188,677
+2,550% +$24.1M 0.71% 52
2015
Q1 		$968K Buy
+7,400
New +$975K 0.03% 227
2014
Q2 		– Sell
-27,600
Closed -$3.04M – 330
2014
Q1 		$3.04M Buy
+27,600
New +$3.02M 0.21% 117

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jupiter Investment Management's AMP Position: Q2 2020 in Review

Jupiter Investment Management sold out of Ameriprise Financial (AMP) in Q2 2020, closing a stake of 78,541 shares — an estimated $8.05M sold.

Jupiter Investment Management first reported a position in AMP in Q1 2014 and held it in 12 quarters. The position peaked at $24.5M in Q2 2015. 755 funds tracked by Wall St. Rank hold AMP as of Q2 2020.

  • Jupiter Investment Management reported no remaining Ameriprise Financial position as of Q2 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 78,541 Ameriprise Financial shares in Q2 2020, an estimated $8.05M.
  • Jupiter Investment Management first reported a position in Ameriprise Financial in Q1 2014 and held it in 12 quarters.
  • Jupiter Investment Management's Ameriprise Financial position peaked at $24.5M in Q2 2015.
  • 755 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.