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Jupiter Investment Management’s Block Inc XYZ Stock Holding History

Jupiter Investment Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-10,300
Closed -$771K – 434
2019
Q1 		$771K Buy
10,300
+7,700
+296% +$558K 0.01% 267
2018
Q4 		$145K Buy
+2,600
New +$184K ﹤0.01% 330
2018
Q2 		– Sell
-20,400
Closed -$1M – 458
2018
Q1 		$1M Buy
20,400
+2,000
+11% +$91.8K 0.01% 274
2017
Q4 		$637K Buy
+18,400
New +$674K 0.01% 285
2017
Q3 		– Sell
-25,200
Closed -$591K – 465
2017
Q2 		$591K Buy
25,200
+17,600
+232% +$364K 0.01% 303
2017
Q1 		$131K Buy
+7,600
New +$119K ﹤0.01% 347

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jupiter Investment Management's XYZ Position: Q2 2019 in Review

Jupiter Investment Management sold out of Block Inc (XYZ) in Q2 2019, closing a stake of 10,300 shares — an estimated $771K sold.

Jupiter Investment Management first reported a position in XYZ in Q1 2017 and held it in 6 quarters. The position peaked at $1M in Q1 2018. 754 funds tracked by Wall St. Rank hold XYZ as of Q2 2019.

  • Jupiter Investment Management reported no remaining Block Inc position as of Q2 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 10,300 Block Inc shares in Q2 2019, an estimated $771K.
  • Jupiter Investment Management first reported a position in Block Inc in Q1 2017 and held it in 6 quarters.
  • Jupiter Investment Management's Block Inc position peaked at $1M in Q1 2018.
  • 754 funds tracked by Wall St. Rank held Block Inc as of Q2 2019.

Based on Jupiter Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.