Jupiter Investment Management’s MSCI MSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-51,276	Closed	-$14.8M	–	453
2020 Q1	$14.8M	Sell	51,276 -72,057	-58%	-$20.4M	0.29%	93
2019 Q4	$31.8M	Buy	123,333 +40,373	+49%	+$9.84M	0.44%	66
2019 Q3	$18.1M	Sell	82,960 -12,283	-13%	-$2.85M	0.23%	121
2019 Q2	$22.7M	Buy	+95,243	New	+$21.4M	0.23%	113
2018 Q1	–	Sell	-38,396	Closed	-$4.86M	–	412
2017 Q4	$4.86M	Buy	+38,396	New	+$4.79M	0.04%	188
2017 Q3	–	Sell	-21,125	Closed	-$2.17M	–	423
2017 Q2	$2.17M	Buy	+21,125	New	+$2.13M	0.03%	218
2017 Q1	–	Sell	-17,112	Closed	-$1.35M	–	449
2016 Q4	$1.35M	Buy	+17,112	New	+$1.38M	0.02%	205
2016 Q3	–	Sell	-29,988	Closed	-$2.31M	–	419
2016 Q2	$2.31M	Buy	+29,988	New	+$2.27M	0.04%	240

Other funds holding MSCI

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Jupiter Investment Management sold out of MSCI (MSCI) in Q2 2020, closing a stake of 51,276 shares — an estimated $14.8M sold.

Jupiter Investment Management first reported a position in MSCI in Q2 2016 and held it in 8 quarters. The position peaked at $31.8M in Q4 2019. 652 funds tracked by Wall St. Rank hold MSCI as of Q2 2020.

Jupiter Investment Management reported no remaining MSCI position as of Q2 2020 after selling out during the quarter.
Jupiter Investment Management sold 51,276 MSCI shares in Q2 2020, an estimated $14.8M.
Jupiter Investment Management first reported a position in MSCI in Q2 2016 and held it in 8 quarters.
Jupiter Investment Management's MSCI position peaked at $31.8M in Q4 2019.
652 funds tracked by Wall St. Rank held MSCI as of Q2 2020.

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