- Type / Class
- Equity / COM
- Total 13F shares
- 3,481,799
- Share change
- -170,027
- Total reported value
- $29,389,000
- Price per share
- $8.51
- Number of holders
- 7
- Value change
- -$1,419,604
- Number of buys
- 3
- Number of sells
- 5
Quarterly Holders Quick Answers
What is CUSIP 48137C108?
CUSIP 48137C108 identifies JBAXY - Julius Baer Group Ltd. - COM in SEC institutional holdings data.
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- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 48137C108:
Top shareholders of JBAXY - Julius Baer Group Ltd. - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of Julius Baer Group Ltd. - COM (JBAXY) as of Q3 2020
As of 30 Sep 2020,
Julius Baer Group Ltd. - COM (JBAXY) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,481,799 shares.
The largest 7 holders included
Parametric Portfolio Associates LLC, Henry James International Management, Inc., TODD ASSET MANAGEMENT LLC, HANTZ FINANCIAL SERVICES, INC., CAPTRUST FINANCIAL ADVISORS, The PNC Financial Services Group, Inc., and Private Capital Group, LLC.
This page lists
7
institutional shareholders reporting positions in this security
for the Q3 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2020 vs Q2 2020 Across Filers
Q2 2020 holders
9
Q3 2020 holders
7
Holder diff
-2
| Investor | Q2 2020 Shares | Q3 2020 Shares | Share Diff | Share Chg % | Q2 2020 Value $ | Q3 2020 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.