JIM
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Jupiter Investment Management’s Regions Financial RF Stock Holding History

Jupiter Investment Management’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-965,022
Closed -$8.66M – 467
2020
Q1 		$8.66M Buy
965,022
+933,015
+2,915% +$13.1M 0.17% 125
2019
Q4 		$549K Buy
32,007
+15,523
+94% +$256K 0.01% 356
2019
Q3 		$260K Sell
16,484
-35,500
-68% -$537K ﹤0.01% 407
2019
Q2 		$776K Sell
51,984
-5,958
-10% -$88K 0.01% 262
2019
Q1 		$819K Hold
57,942
– – 0.01% 255
2018
Q4 		$775K Sell
57,942
-975,581
-94% -$15.7M 0.01% 262
2018
Q3 		$19M Sell
1,033,523
-6,242,505
-86% -$117M 0.13% 132
2018
Q2 		$129M Buy
7,276,028
+3,584,660
+97% +$67.1M 0.92% 36
2018
Q1 		$68.6M Buy
3,691,368
+620,667
+20% +$11.8M 0.55% 56
2017
Q4 		$53.1M Sell
3,070,701
-6,467,616
-68% -$103M 0.49% 64
2017
Q3 		$145M Buy
9,538,317
+6,868,243
+257% +$98.7M 1.52% 21
2017
Q2 		$39.1M Sell
2,670,074
-2,705,175
-50% -$38.1M 0.47% 66
2017
Q1 		$78.1M Sell
5,375,249
-334,794
-6% -$4.94M 1.1% 34
2016
Q4 		$82M Buy
5,710,043
+5,222,426
+1,071% +$64.5M 1.41% 22
2016
Q3 		$4.81M Sell
487,617
-44,520
-8% -$417K 0.08% 159
2016
Q2 		$4.53M Buy
532,137
+42,949
+9% +$389K 0.08% 189
2016
Q1 		$3.84M Buy
+489,188
New +$3.93M 0.08% 191
2015
Q4 		– Sell
-75,200
Closed -$677K – 360
2015
Q3 		$677K Buy
+75,200
New +$743K 0.02% 213
2015
Q2 		– Sell
-180,600
Closed -$1.71M – 354
2015
Q1 		$1.71M Buy
+180,600
New +$1.71M 0.05% 180
2013
Q4 		– Sell
-14,095
Closed -$130K – 393
2013
Q3 		$130K Sell
14,095
-465,465
-97% -$4.56M 0.01% 263
2013
Q2 		$4.57M Buy
+479,560
New +$4.18M 0.55% 80

Other funds holding RF

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Jupiter Investment Management sold out of Regions Financial (RF) in Q2 2020, closing a stake of 965,022 shares — an estimated $8.66M sold.

Jupiter Investment Management first reported a position in RF in Q2 2013 and held it in 21 quarters. The position peaked at $145M in Q3 2017. 680 funds tracked by Wall St. Rank hold RF as of Q2 2020.

  • Jupiter Investment Management reported no remaining Regions Financial position as of Q2 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 965,022 Regions Financial shares in Q2 2020, an estimated $8.66M.
  • Jupiter Investment Management first reported a position in Regions Financial in Q2 2013 and held it in 21 quarters.
  • Jupiter Investment Management's Regions Financial position peaked at $145M in Q3 2017.
  • 680 funds tracked by Wall St. Rank held Regions Financial as of Q2 2020.

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