Jupiter Investment Management’s Packaging Corp of America PKG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$3.69M	Buy	+37,006	New	+$3.52M	0.06%	216
2016 Q3	–	Sell	-135,358	Closed	-$9.06M	–	433
2016 Q2	$9.06M	Buy	135,358 +130,478	+2,674%	+$8.52M	0.17%	127
2016 Q1	$294K	Buy	4,880 +4,515	+1,237%	+$242K	0.01%	392
2015 Q4	$23K	Sell	365 -30,205	-99%	-$1.99M	﹤0.01%	260
2015 Q3	$1.84M	Buy	30,570 +13,270	+77%	+$886K	0.05%	167
2015 Q2	$1.08M	Buy	+17,300	New	+$1.22M	0.03%	179
2015 Q1	–	Sell	-19,200	Closed	-$1.5M	–	399
2014 Q4	$1.5M	Buy	+19,200	New	+$1.38M	0.05%	231
2014 Q3	–	Sell	-9,900	Closed	-$707K	–	384
2014 Q2	$707K	Sell	9,900 -153,784	-94%	-$10.6M	0.04%	257
2014 Q1	$11.5M	Buy	163,684 +36,088	+28%	+$2.47M	0.78%	40
2013 Q4	$8.07M	Buy	+127,596	New	+$7.75M	0.68%	48

Other funds holding PKG

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Jupiter Investment Management opened a new position in Packaging Corp of America (PKG) in Q2 2020: 37,006 shares worth $3.69M. The stake represents 0.06% of the portfolio and ranks #216 among its holdings. This is a return to the name: Jupiter Investment Management previously reported a position in PKG as recently as Q2 2016.

Jupiter Investment Management first reported a position in PKG in Q4 2013 and has held it in 10 quarters since. The position peaked at $11.5M in Q1 2014. 540 funds tracked by Wall St. Rank hold PKG as of Q2 2020.

Jupiter Investment Management held 37,006 shares of Packaging Corp of America worth $3.69M as of Q2 2020.
Packaging Corp of America was a new Jupiter Investment Management position in Q2 2020.
Packaging Corp of America made up 0.06% of Jupiter Investment Management's portfolio in Q2 2020, its #216 holding.
Jupiter Investment Management first reported a position in Packaging Corp of America in Q4 2013 and has held it in 10 quarters since.
Jupiter Investment Management's Packaging Corp of America position peaked at $11.5M in Q1 2014.
540 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2020.

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