JIM
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Jupiter Investment Management’s Moelis & Co MC Stock Holding History

Jupiter Investment Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,894
Closed -$226K – 483
2019
Q3 		$226K Buy
+6,894
New +$234K ﹤0.01% 412
2019
Q1 		– Sell
-17,890
Closed -$615K – 400
2018
Q4 		$615K Sell
17,890
-17,804
-50% -$756K 0.01% 286
2018
Q3 		$1.96M Sell
35,694
-38,354
-52% -$2.25M 0.01% 230
2018
Q2 		$4.34M Sell
74,048
-19,955
-21% -$1.15M 0.03% 213
2018
Q1 		$4.78M Buy
94,003
+60,519
+181% +$3.1M 0.04% 193
2017
Q4 		$1.62M Buy
33,484
+10,948
+49% +$495K 0.02% 231
2017
Q3 		$970K Hold
22,536
– – 0.01% 229
2017
Q2 		$875K Buy
+22,536
New +$840K 0.01% 261
2016
Q4 		– Sell
-5,628
Closed -$151K – 411
2016
Q3 		$151K Buy
+5,628
New +$145K ﹤0.01% 321

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