JIM
FRX

Jupiter Investment Management’s FOREST LABORATORIES INC FRX Stock Holding History

Jupiter Investment Management’s Portfolio FRX Stock Details FRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-46,400
Closed -$1.99M – 440
2013
Q3 		$1.99M Sell
46,400
-12,200
-21% -$530K 0.19% 166
2013
Q2 		$2.4M Buy
+58,600
New +$2.26M 0.29% 140

Other funds holding FRX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jupiter Investment Management's FRX Position: Q4 2013 in Review

Jupiter Investment Management sold out of FOREST LABORATORIES INC (FRX) in Q4 2013, closing a stake of 46,400 shares — an estimated $1.99M sold.

Jupiter Investment Management first reported a position in FRX in Q2 2013 and held it in 2 quarters. The position peaked at $2.4M in Q2 2013. 429 funds tracked by Wall St. Rank hold FRX as of Q4 2013.

  • Jupiter Investment Management reported no remaining FOREST LABORATORIES INC position as of Q4 2013 after selling out during the quarter.
  • Jupiter Investment Management sold 46,400 FOREST LABORATORIES INC shares in Q4 2013, an estimated $1.99M.
  • Jupiter Investment Management first reported a position in FOREST LABORATORIES INC in Q2 2013 and held it in 2 quarters.
  • Jupiter Investment Management's FOREST LABORATORIES INC position peaked at $2.4M in Q2 2013.
  • 429 funds tracked by Wall St. Rank held FOREST LABORATORIES INC as of Q4 2013.

Based on Jupiter Investment Management's 13F filing for Q4 2013, filed 10 Jan 2014.