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Jupiter Investment Management’s WD-40 WDFC Stock Holding History

Jupiter Investment Management’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$6.78M Buy
+34,192
New +$6.2M 0.11% 172
2019
Q4 		– Sell
-13,360
Closed -$2.45M – 522
2019
Q3 		$2.45M Hold
13,360
– – 0.03% 297
2019
Q2 		$2.12M Buy
13,360
+6,945
+108% +$1.14M 0.02% 226
2019
Q1 		$1.09M Buy
6,415
+5,070
+377% +$893K 0.01% 244
2018
Q4 		$246K Buy
+1,345
New +$228K ﹤0.01% 317

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Jupiter Investment Management opened a new position in WD-40 (WDFC) in Q2 2020: 34,192 shares worth $6.78M. The stake represents 0.11% of the portfolio and ranks #172 among its holdings. This is a return to the name: Jupiter Investment Management previously reported a position in WDFC as recently as Q3 2019.

Jupiter Investment Management first reported a position in WDFC in Q4 2018 and has held it in 5 quarters since. 296 funds tracked by Wall St. Rank hold WDFC as of Q2 2020.

  • Jupiter Investment Management held 34,192 shares of WD-40 worth $6.78M as of Q2 2020.
  • WD-40 was a new Jupiter Investment Management position in Q2 2020.
  • WD-40 made up 0.11% of Jupiter Investment Management's portfolio in Q2 2020, its #172 holding.
  • Jupiter Investment Management first reported a position in WD-40 in Q4 2018 and has held it in 5 quarters since.
  • 296 funds tracked by Wall St. Rank held WD-40 as of Q2 2020.

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