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Jupiter Investment Management’s First Bancorp FBP Stock Holding History

Jupiter Investment Management’s Portfolio FBP Stock Details FBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-28,693
Closed -$316K – 452
2019
Q2 		$316K Buy
+28,693
New +$309K ﹤0.01% 296
2016
Q4 		– Sell
-9,187
Closed -$47K – 391
2016
Q3 		$47K Buy
+9,187
New +$42.5K ﹤0.01% 335

Other funds holding FBP

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Jupiter Investment Management sold out of First Bancorp (FBP) in Q3 2019, closing a stake of 28,693 shares — an estimated $316K sold.

Jupiter Investment Management first reported a position in FBP in Q3 2016 and held it in 2 quarters. The position peaked at $316K in Q2 2019. 215 funds tracked by Wall St. Rank hold FBP as of Q3 2019.

  • Jupiter Investment Management reported no remaining First Bancorp position as of Q3 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 28,693 First Bancorp shares in Q3 2019, an estimated $316K.
  • Jupiter Investment Management first reported a position in First Bancorp in Q3 2016 and held it in 2 quarters.
  • Jupiter Investment Management's First Bancorp position peaked at $316K in Q2 2019.
  • 215 funds tracked by Wall St. Rank held First Bancorp as of Q3 2019.

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