JIM
Jupiter Investment Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $462K | Sell |
4,145
-5,793
| -58% | -$646K | 0.01% | 327 |
|
|
2020
Q1 | $960K | Sell |
9,938
-7,371
| -43% | -$712K | 0.02% | 248 |
|
|
2019
Q4 | $2.5M | Sell |
17,309
-190,363
| -92% | -$27.5M | 0.03% | 276 |
|
|
2019
Q3 | $27.1M | Buy |
207,672
+190,390
| +1,102% | +$24.8M | 0.35% | 85 |
|
|
2019
Q2 | $2.41M | Sell |
17,282
-1,566,985
| -99% | -$219M | 0.02% | 219 |
|
|
2019
Q1 | $176M | Buy |
1,584,267
+611,177
| +63% | +$67.9M | 1.62% | 13 |
|
|
2018
Q4 | $107M | Buy |
+973,090
| New | +$107M | 0.95% | 36 |
|
|
2017
Q4 | – | Sell |
-3,300
| Closed | -$325K | – | 383 |
|
|
2017
Q3 | $325K | Buy |
+3,300
| New | +$325K | ﹤0.01% | 288 |
|
|
2016
Q4 | – | Sell |
-37,569
| Closed | -$3.49M | – | 382 |
|
|
2016
Q3 | $3.49M | Sell |
37,569
-8,123
| -18% | -$754K | 0.06% | 190 |
|
|
2016
Q2 | $4.47M | Buy |
45,692
+12,002
| +36% | +$1.17M | 0.08% | 191 |
|
|
2016
Q1 | $3.35M | Buy |
33,690
+8,457
| +34% | +$840K | 0.07% | 203 |
|
|
2015
Q4 | $2.65M | Sell |
25,233
-28,767
| -53% | -$3.02M | 0.07% | 151 |
|
|
2015
Q3 | $5.52M | Sell |
54,000
-120,998
| -69% | -$12.4M | 0.16% | 131 |
|
|
2015
Q2 | $20M | Buy |
174,998
+167,135
| +2,126% | +$19.1M | 0.58% | 60 |
|
|
2015
Q1 | $824K | Sell |
7,863
-11,637
| -60% | -$1.22M | 0.03% | 238 |
|
|
2014
Q4 | $1.84M | Buy |
+19,500
| New | +$1.84M | 0.07% | 213 |
|
|
2013
Q4 | – | Sell |
-31,721
| Closed | -$2.05M | – | 350 |
|
|
2013
Q3 | $2.05M | Buy |
+31,721
| New | +$2.05M | 0.19% | 159 |
|