JIM
Jupiter Investment Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $66.9M | Sell |
1,385,201
-479,383
| -26% | -$23.2M | 1.07% | 23 |
|
|
2020
Q1 | $63.4M | Buy |
1,864,584
+1,265,375
| +211% | +$43M | 1.24% | 18 |
|
|
2019
Q4 | $30.6M | Buy |
599,209
+494,741
| +474% | +$25.3M | 0.42% | 69 |
|
|
2019
Q3 | $4.46M | Sell |
104,468
-154,082
| -60% | -$6.57M | 0.06% | 246 |
|
|
2019
Q2 | $11.3M | Buy |
+258,550
| New | +$11.3M | 0.12% | 153 |
|
|
2018
Q2 | – | Sell |
-4,300
| Closed | -$232K | – | 419 |
|
|
2018
Q1 | $232K | Buy |
+4,300
| New | +$232K | ﹤0.01% | 331 |
|
|
2017
Q2 | – | Sell |
-43,051
| Closed | -$1.84M | – | 453 |
|
|
2017
Q1 | $1.84M | Buy |
+43,051
| New | +$1.84M | 0.03% | 207 |
|
|
2016
Q3 | – | Sell |
-52,895
| Closed | -$1.37M | – | 418 |
|
|
2016
Q2 | $1.37M | Buy |
52,895
+51,640
| +4,115% | +$1.34M | 0.03% | 280 |
|
|
2016
Q1 | $31K | Buy |
+1,255
| New | +$31K | ﹤0.01% | 450 |
|
|
2015
Q4 | – | Sell |
-2,700
| Closed | -$85K | – | 344 |
|
|
2015
Q3 | $85K | Buy |
+2,700
| New | +$85K | ﹤0.01% | 311 |
|
|
2013
Q4 | – | Sell |
-37,800
| Closed | -$1.02M | – | 378 |
|
|
2013
Q3 | $1.02M | Buy |
+37,800
| New | +$1.02M | 0.1% | 219 |
|