Jupiter Investment Management’s Goldman Sachs GS Stock Holding History

Jupiter Investment Management’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$89.8M	Buy	454,242 +1,116	+0.2%	+$209K	1.43%	12
2020 Q1	$70M	Buy	453,126 +381,277	+531%	+$80.9M	1.37%	16
2019 Q4	$16.5M	Sell	71,849 -56,936	-44%	-$12.4M	0.23%	123
2019 Q3	$26.7M	Buy	+128,785	New	+$26.9M	0.34%	87
2017 Q2	–	Sell	-1,800	Closed	-$413K	–	430
2017 Q1	$413K	Buy	+1,800	New	+$435K	0.01%	308
2015 Q3	–	Sell	-5,400	Closed	-$1.13M	–	366
2015 Q2	$1.13M	Buy	+5,400	New	+$1.1M	0.03%	165

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Jupiter Investment Management increased its Goldman Sachs (GS) stake by 0.25% in Q2 2020, buying an estimated $209K and bringing the position to 454,242 shares worth $89.8M. The position accounts for 1.43% of the portfolio, ranked #12.

Jupiter Investment Management first reported a position in GS in Q2 2015 and has held it in 6 quarters since. 1,298 funds tracked by Wall St. Rank hold GS as of Q2 2020.

Jupiter Investment Management held 454,242 shares of Goldman Sachs worth $89.8M as of Q2 2020.
Jupiter Investment Management bought 1,116 Goldman Sachs shares in Q2 2020, an estimated $209K.
Goldman Sachs made up 1.43% of Jupiter Investment Management's portfolio in Q2 2020, its #12 holding.
Jupiter Investment Management first reported a position in Goldman Sachs in Q2 2015 and has held it in 6 quarters since.
1,298 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2020.

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