JIM
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Jupiter Investment Management’s NiSource NI Stock Holding History

Jupiter Investment Management’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-141,418
Closed -$3.94M – 453
2019
Q4 		$3.94M Buy
+141,418
New +$3.88M 0.05% 242
2018
Q1 		– Sell
-321,579
Closed -$8.25M – 416
2017
Q4 		$8.25M Buy
321,579
+235,002
+271% +$6.24M 0.08% 154
2017
Q3 		$2.21M Buy
+86,577
New +$2.28M 0.02% 191
2013
Q4 		– Sell
-114,970
Closed -$1.4M – 382
2013
Q3 		$1.4M Buy
+114,970
New +$1.36M 0.13% 194

Other funds holding NI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Jupiter Investment Management's NI Position: Q1 2020 in Review

Jupiter Investment Management sold out of NiSource (NI) in Q1 2020, closing a stake of 141,418 shares — an estimated $3.94M sold.

Jupiter Investment Management first reported a position in NI in Q3 2013 and held it in 4 quarters. The position peaked at $8.25M in Q4 2017. 474 funds tracked by Wall St. Rank hold NI as of Q1 2020.

  • Jupiter Investment Management reported no remaining NiSource position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 141,418 NiSource shares in Q1 2020, an estimated $3.94M.
  • Jupiter Investment Management first reported a position in NiSource in Q3 2013 and held it in 4 quarters.
  • Jupiter Investment Management's NiSource position peaked at $8.25M in Q4 2017.
  • 474 funds tracked by Wall St. Rank held NiSource as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.