JIM
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Jupiter Investment Management’s Factset FDS Stock Holding History

Jupiter Investment Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-110,847
Closed -$26.9M – 459
2019
Q3 		$26.9M Buy
+110,847
New +$30.8M 0.35% 86
2019
Q1 		– Sell
-1,100
Closed -$220K – 375
2018
Q4 		$220K Sell
1,100
-3,400
-76% -$749K ﹤0.01% 319
2018
Q3 		$1.01M Buy
4,500
+2,900
+181% +$629K 0.01% 268
2018
Q2 		$316K Buy
1,600
+1,500
+1,500% +$300K ﹤0.01% 338
2018
Q1 		$19K Buy
+100
New +$20.2K ﹤0.01% 362
2016
Q1 		– Sell
-179,596
Closed -$29.2M – 483
2015
Q4 		$29.2M Sell
179,596
-54,953
-23% -$9.23M 0.78% 48
2015
Q3 		$37.5M Buy
234,549
+5,663
+2% +$927K 1.06% 28
2015
Q2 		$37.2M Buy
228,886
+77,876
+52% +$12.7M 1.08% 33
2015
Q1 		$24M Buy
151,010
+109,730
+266% +$16.4M 0.76% 47
2014
Q4 		$5.81M Sell
41,280
-5,817
-12% -$772K 0.21% 116
2014
Q3 		$5.72M Buy
47,097
+13,480
+40% +$1.66M 0.28% 90
2014
Q2 		$4.04M Buy
33,617
+9,357
+39% +$1.02M 0.23% 111
2014
Q1 		$2.62M Sell
24,260
-23,966
-50% -$2.53M 0.18% 152
2013
Q4 		$5.24M Buy
48,226
+26,496
+122% +$2.94M 0.44% 72
2013
Q3 		$2.37M Buy
+21,730
New +$2.35M 0.23% 151

Other funds holding FDS

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jupiter Investment Management's FDS Position: Q4 2019 in Review

Jupiter Investment Management sold out of Factset (FDS) in Q4 2019, closing a stake of 110,847 shares — an estimated $26.9M sold.

Jupiter Investment Management first reported a position in FDS in Q3 2013 and held it in 15 quarters. The position peaked at $37.5M in Q3 2015. 521 funds tracked by Wall St. Rank hold FDS as of Q4 2019.

  • Jupiter Investment Management reported no remaining Factset position as of Q4 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 110,847 Factset shares in Q4 2019, an estimated $26.9M.
  • Jupiter Investment Management first reported a position in Factset in Q3 2013 and held it in 15 quarters.
  • Jupiter Investment Management's Factset position peaked at $37.5M in Q3 2015.
  • 521 funds tracked by Wall St. Rank held Factset as of Q4 2019.

Based on Jupiter Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.