JIM
DX

Jupiter Investment Management’s Dynex Capital DX Stock Holding History

Jupiter Investment Management’s Portfolio DX Stock Details DX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-4,303
Closed -$73K – 371
2018
Q4 		$73K Sell
4,303
-3,271
-43% -$58.5K ﹤0.01% 345
2018
Q3 		$144K Sell
7,574
-3,088
-29% -$59.4K ﹤0.01% 340
2018
Q2 		$208K Buy
+10,662
New +$208K ﹤0.01% 343

Other funds holding DX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jupiter Investment Management's DX Position: Q1 2019 in Review

Jupiter Investment Management sold out of Dynex Capital (DX) in Q1 2019, closing a stake of 4,303 shares — an estimated $73K sold.

Jupiter Investment Management first reported a position in DX in Q2 2018 and held it in 3 quarters. The position peaked at $208K in Q2 2018. 151 funds tracked by Wall St. Rank hold DX as of Q1 2019.

  • Jupiter Investment Management reported no remaining Dynex Capital position as of Q1 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 4,303 Dynex Capital shares in Q1 2019, an estimated $73K.
  • Jupiter Investment Management first reported a position in Dynex Capital in Q2 2018 and held it in 3 quarters.
  • Jupiter Investment Management's Dynex Capital position peaked at $208K in Q2 2018.
  • 151 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2019.

Based on Jupiter Investment Management's 13F filing for Q1 2019, filed 7 May 2019.