JIM
LPT

Jupiter Investment Management’s Liberty Property Trust LPT Stock Holding History

Jupiter Investment Management’s Portfolio LPT Stock Details LPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-348,037
Closed -$17.9M – 539
2019
Q3 		$17.9M Buy
+348,037
New +$17.9M 0.23% 122
2019
Q1 		– Sell
-16,200
Closed -$678K – 460
2018
Q4 		$678K Sell
16,200
-6,700
-29% -$289K 0.01% 279
2018
Q3 		$967K Buy
+22,900
New +$995K 0.01% 276
2018
Q2 		– Sell
-2,504
Closed -$99K – 470
2018
Q1 		$99K Buy
+2,504
New +$101K ﹤0.01% 349
2017
Q3 		– Sell
-83,272
Closed -$3.39M – 482
2017
Q2 		$3.39M Buy
83,272
+58,185
+232% +$2.39M 0.04% 198
2017
Q1 		$967K Buy
+25,087
New +$980K 0.01% 238
2014
Q4 		– Sell
-41,100
Closed -$1.37M – 429
2014
Q3 		$1.37M Buy
41,100
+21,700
+112% +$778K 0.07% 208
2014
Q2 		$735K Buy
+19,400
New +$736K 0.04% 255

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Jupiter Investment Management sold out of Liberty Property Trust (LPT) in Q4 2019, closing a stake of 348,037 shares — an estimated $17.9M sold.

Jupiter Investment Management first reported a position in LPT in Q2 2014 and held it in 8 quarters. The position peaked at $17.9M in Q3 2019. 415 funds tracked by Wall St. Rank hold LPT as of Q4 2019.

  • Jupiter Investment Management reported no remaining Liberty Property Trust position as of Q4 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 348,037 Liberty Property Trust shares in Q4 2019, an estimated $17.9M.
  • Jupiter Investment Management first reported a position in Liberty Property Trust in Q2 2014 and held it in 8 quarters.
  • Jupiter Investment Management's Liberty Property Trust position peaked at $17.9M in Q3 2019.
  • 415 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2019.

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