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Jupiter Investment Management’s TFS Financial TFSL Stock Holding History

Jupiter Investment Management’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-32,469
Closed -$638K – 484
2019
Q4 		$638K Sell
32,469
-27,311
-46% -$527K 0.01% 344
2019
Q3 		$1.08M Buy
+59,780
New +$1.07M 0.01% 343

Other funds holding TFSL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jupiter Investment Management sold out of TFS Financial (TFSL) in Q1 2020, closing a stake of 32,469 shares — an estimated $638K sold.

Jupiter Investment Management first reported a position in TFSL in Q3 2019 and held it in 2 quarters. The position peaked at $1.08M in Q3 2019. 130 funds tracked by Wall St. Rank hold TFSL as of Q1 2020.

  • Jupiter Investment Management reported no remaining TFS Financial position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 32,469 TFS Financial shares in Q1 2020, an estimated $638K.
  • Jupiter Investment Management first reported a position in TFS Financial in Q3 2019 and held it in 2 quarters.
  • Jupiter Investment Management's TFS Financial position peaked at $1.08M in Q3 2019.
  • 130 funds tracked by Wall St. Rank held TFS Financial as of Q1 2020.

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