JIM
X

Jupiter Investment Management’s US Steel X Stock Holding History

Jupiter Investment Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-28,500
Closed -$1M – 456
2018
Q1 		$1M Buy
28,500
+15,600
+121% +$615K 0.01% 275
2017
Q4 		$453K Buy
+12,900
New +$375K ﹤0.01% 294
2015
Q2 		– Sell
-22,572
Closed -$550K – 384
2015
Q1 		$550K Sell
22,572
-422,813
-95% -$10M 0.02% 260
2014
Q4 		$11.9M Buy
445,385
+386,285
+654% +$12.9M 0.42% 74
2014
Q3 		$2.31M Buy
+59,100
New +$2.07M 0.11% 153

Other funds holding X

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Jupiter Investment Management's X Position: Q2 2018 in Review

Jupiter Investment Management sold out of US Steel (X) in Q2 2018, closing a stake of 28,500 shares — an estimated $1M sold.

Jupiter Investment Management first reported a position in X in Q3 2014 and held it in 5 quarters. The position peaked at $11.9M in Q4 2014. 396 funds tracked by Wall St. Rank hold X as of Q2 2018.

  • Jupiter Investment Management reported no remaining US Steel position as of Q2 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 28,500 US Steel shares in Q2 2018, an estimated $1M.
  • Jupiter Investment Management first reported a position in US Steel in Q3 2014 and held it in 5 quarters.
  • Jupiter Investment Management's US Steel position peaked at $11.9M in Q4 2014.
  • 396 funds tracked by Wall St. Rank held US Steel as of Q2 2018.

Based on Jupiter Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.