Jupiter Investment Management’s AvalonBay Communities AVB Stock Holding History

Jupiter Investment Management’s Portfolio AVB Stock Details AVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$1.23M	Sell	7,965 -275,718	-97%	-$43.6M	0.02%	272
2020 Q1	$41.7M	Buy	283,683 +202,044	+247%	+$40.7M	0.81%	35
2019 Q4	$17.1M	Sell	81,639 -2,296	-3%	-$492K	0.24%	117
2019 Q3	$18.1M	Buy	83,935 +64,001	+321%	+$13.4M	0.23%	120
2019 Q2	$4.05M	Buy	+19,934	New	+$4.04M	0.04%	203
2018 Q1	–	Sell	-732,776	Closed	-$131M	–	368
2017 Q4	$131M	Buy	732,776 +228,686	+45%	+$41.5M	1.21%	29
2017 Q3	$89.9M	Buy	504,090 +327,763	+186%	+$61.4M	0.94%	37
2017 Q2	$33.9M	Buy	+176,327	New	+$33.7M	0.41%	76
2017 Q1	–	Sell	-21,780	Closed	-$3.86M	–	407
2016 Q4	$3.86M	Hold	21,780	–	–	0.07%	161
2016 Q3	$3.87M	Buy	+21,780	New	+$3.92M	0.07%	178
2014 Q1	–	Sell	-4,200	Closed	-$496K	–	335
2013 Q4	$496K	Sell	4,200 -6,400	-60%	-$788K	0.04%	268
2013 Q3	$1.35M	Buy	+10,600	New	+$1.4M	0.13%	196

Other funds holding AVB

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Jupiter Investment Management reduced its AvalonBay Communities (AVB) stake by 97% in Q2 2020, selling an estimated $43.6M and leaving 7,965 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #272.

Jupiter Investment Management first reported a position in AVB in Q3 2013 and has held it in 12 quarters since. The position peaked at $131M in Q4 2017. 563 funds tracked by Wall St. Rank hold AVB as of Q2 2020.

Jupiter Investment Management held 7,965 shares of AvalonBay Communities worth $1.23M as of Q2 2020.
Jupiter Investment Management sold 275,718 AvalonBay Communities shares in Q2 2020, an estimated $43.6M.
AvalonBay Communities made up 0.02% of Jupiter Investment Management's portfolio in Q2 2020, its #272 holding.
Jupiter Investment Management first reported a position in AvalonBay Communities in Q3 2013 and has held it in 12 quarters since.
Jupiter Investment Management's AvalonBay Communities position peaked at $131M in Q4 2017.
563 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2020.

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