Q1 2022 13F Holders as of 31 Mar 2022
-
Type / Class
-
Equity / ADR
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
408,584
-
Shares change
-
-32,090
-
Total reported value, excl. options
-
$4,677,000
-
Value change
-
-$377,468
-
Number of buys
-
3
-
Number of sells
-
5
-
Price
-
$11.77
Institutional Holders of Julius Baer Group Ltd. - ADR (JBAXY) as of Q1 2022
As of 31 Mar 2022 Julius Baer Group Ltd. - ADR (JBAXY) had 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 408,584 shares of stock of the company.
Largest 7 holders included TODD ASSET MANAGEMENT LLC, Henry James International Management Inc., CAPTRUST FINANCIAL ADVISORS, PNC Financial Services Group, Inc., HANTZ FINANCIAL SERVICES, INC., Ancora Advisors, LLC, and NVWM, LLC.
This table shows 7 institutional shareholders of the security as of 31 Mar 2022.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.