JIM
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Jupiter Investment Management’s CBRE Group CBRE Stock Holding History

Jupiter Investment Management’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-510,219
Closed -$26.2M – 431
2019
Q2 		$26.2M Sell
510,219
-1,001,322
-66% -$49.8M 0.27% 100
2019
Q1 		$74.7M Sell
1,511,541
-1,420,622
-48% -$66.7M 0.69% 47
2018
Q4 		$117M Sell
2,932,163
-103,664
-3% -$4.29M 1.04% 33
2018
Q3 		$134M Sell
3,035,827
-92,864
-3% -$4.43M 0.91% 38
2018
Q2 		$149M Buy
3,128,691
+938,481
+43% +$44.4M 1.06% 32
2018
Q1 		$103M Buy
2,190,210
+7,023
+0.3% +$320K 0.82% 37
2017
Q4 		$94.6M Buy
2,183,187
+1,031,552
+90% +$42.8M 0.87% 41
2017
Q3 		$43.6M Buy
1,151,635
+1,114,113
+2,969% +$41M 0.46% 72
2017
Q2 		$1.36M Buy
+37,522
New +$1.31M 0.02% 233
2015
Q4 		– Sell
-22,300
Closed -$713K – 298
2015
Q3 		$713K Buy
+22,300
New +$791K 0.02% 200
2014
Q4 		– Sell
-13,400
Closed -$398K – 344
2014
Q3 		$398K Buy
+13,400
New +$421K 0.02% 268
2014
Q2 		– Sell
-19,200
Closed -$526K – 339
2014
Q1 		$526K Buy
+19,200
New +$518K 0.04% 272
2013
Q4 		– Sell
-85,700
Closed -$1.98M – 341
2013
Q3 		$1.98M Buy
+85,700
New +$1.98M 0.19% 168

Other funds holding CBRE

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jupiter Investment Management's CBRE Position: Q3 2019 in Review

Jupiter Investment Management sold out of CBRE Group (CBRE) in Q3 2019, closing a stake of 510,219 shares — an estimated $26.2M sold.

Jupiter Investment Management first reported a position in CBRE in Q3 2013 and held it in 13 quarters. The position peaked at $149M in Q2 2018. 609 funds tracked by Wall St. Rank hold CBRE as of Q3 2019.

  • Jupiter Investment Management reported no remaining CBRE Group position as of Q3 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 510,219 CBRE Group shares in Q3 2019, an estimated $26.2M.
  • Jupiter Investment Management first reported a position in CBRE Group in Q3 2013 and held it in 13 quarters.
  • Jupiter Investment Management's CBRE Group position peaked at $149M in Q2 2018.
  • 609 funds tracked by Wall St. Rank held CBRE Group as of Q3 2019.

Based on Jupiter Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.