Jupiter Investment Management’s American States Water AWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$2.58M	Buy	32,855 +24,615	+299%	+$1.96M	0.04%	231
2020 Q1	$673K	Buy	8,240 +3,288	+66%	+$282K	0.01%	269
2019 Q4	$429K	Sell	4,952 -1,107	-18%	-$98.1K	0.01%	368
2019 Q3	$544K	Sell	6,059 -403	-6%	-$33.8K	0.01%	383
2019 Q2	$486K	Buy	+6,462	New	+$466K	0.01%	278
2019 Q1	–	Sell	-12,834	Closed	-$860K	–	353
2018 Q4	$860K	Buy	+12,834	New	+$824K	0.01%	244

Other funds holding AWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Jupiter Investment Management increased its American States Water (AWR) stake by 299% in Q2 2020, buying an estimated $1.96M and bringing the position to 32,855 shares worth $2.58M. The position accounts for 0.04% of the portfolio, ranked #231.

Jupiter Investment Management first reported a position in AWR in Q4 2018 and has held it in 6 quarters since. 314 funds tracked by Wall St. Rank hold AWR as of Q2 2020.

Jupiter Investment Management held 32,855 shares of American States Water worth $2.58M as of Q2 2020.
Jupiter Investment Management bought 24,615 American States Water shares in Q2 2020, an estimated $1.96M.
American States Water made up 0.04% of Jupiter Investment Management's portfolio in Q2 2020, its #231 holding.
Jupiter Investment Management first reported a position in American States Water in Q4 2018 and has held it in 6 quarters since.
314 funds tracked by Wall St. Rank held American States Water as of Q2 2020.

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