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Jupiter Investment Management’s Gen Digital GEN Stock Holding History

Jupiter Investment Management’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$12.4M Buy
+625,577
New +$12.7M 0.2% 123
2016
Q4 		– Sell
-426,917
Closed -$10.7M – 394
2016
Q3 		$10.7M Buy
426,917
+204,504
+92% +$4.65M 0.19% 108
2016
Q2 		$4.57M Buy
+222,413
New +$4M 0.09% 188
2016
Q1 		– Sell
-6,779
Closed -$142K – 487
2015
Q4 		$142K Hold
6,779
– – ﹤0.01% 231
2015
Q3 		$131K Buy
+6,779
New +$146K ﹤0.01% 298

Other funds holding GEN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jupiter Investment Management's GEN Position: Q2 2020 in Review

Jupiter Investment Management opened a new position in Gen Digital (GEN) in Q2 2020: 625,577 shares worth $12.4M. The stake represents 0.2% of the portfolio and ranks #123 among its holdings. This is a return to the name: Jupiter Investment Management previously reported a position in GEN as recently as Q3 2016.

Jupiter Investment Management first reported a position in GEN in Q3 2015 and has held it in 5 quarters since. 514 funds tracked by Wall St. Rank hold GEN as of Q2 2020.

  • Jupiter Investment Management held 625,577 shares of Gen Digital worth $12.4M as of Q2 2020.
  • Gen Digital was a new Jupiter Investment Management position in Q2 2020.
  • Gen Digital made up 0.2% of Jupiter Investment Management's portfolio in Q2 2020, its #123 holding.
  • Jupiter Investment Management first reported a position in Gen Digital in Q3 2015 and has held it in 5 quarters since.
  • 514 funds tracked by Wall St. Rank held Gen Digital as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.