ALPS Advisors’s JBT Marel JBTM Stock Holding History

ALPS Advisors’s Portfolio JBTM Stock Details JBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,627	Closed	-$299K	–	978
2020 Q4	$299K	Sell	2,627 -80	-3%	-$8.25K	﹤0.01%	715
2020 Q3	$249K	Buy	+2,707	New	+$259K	﹤0.01%	781
2019 Q3	–	Sell	-4,251	Closed	-$515K	–	1008
2019 Q2	$515K	Sell	4,251 -224	-5%	-$24.1K	﹤0.01%	523
2019 Q1	$411K	Buy	4,475 +838	+23%	+$70.8K	﹤0.01%	646
2018 Q4	$261K	Sell	3,637 -364	-9%	-$32.3K	﹤0.01%	830
2018 Q3	$477K	Buy	+4,001	New	+$435K	﹤0.01%	724
2017 Q3	–	Sell	-5,438	Closed	-$533K	–	884
2017 Q2	$533K	Buy	5,438 +14	+0.3%	+$1.24K	﹤0.01%	443
2017 Q1	$477K	Sell	5,424 -956	-15%	-$82.8K	﹤0.01%	542
2016 Q4	$548K	Buy	6,380 +60	+0.9%	+$4.89K	﹤0.01%	328
2016 Q3	$446K	Sell	6,320 -1,027	-14%	-$68.7K	﹤0.01%	349
2016 Q2	$450K	Sell	7,347 -539	-7%	-$31.5K	﹤0.01%	329
2016 Q1	$445K	Sell	7,886 -5,414	-41%	-$263K	﹤0.01%	387
2015 Q4	$663K	Hold	13,300	–	–	0.01%	247
2015 Q3	$509K	Buy	+13,300	New	+$482K	0.01%	338

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

ALPS Advisors's JBTM Position: Q1 2021 in Review

ALPS Advisors sold out of JBT Marel (JBTM) in Q1 2021, closing a stake of 2,627 shares — an estimated $299K sold.

ALPS Advisors first reported a position in JBTM in Q3 2015 and held it in 14 quarters. The position peaked at $663K in Q4 2015. 264 funds tracked by Wall St. Rank hold JBTM as of Q1 2021.

ALPS Advisors reported no remaining JBT Marel position as of Q1 2021 after selling out during the quarter.
ALPS Advisors sold 2,627 JBT Marel shares in Q1 2021, an estimated $299K.
ALPS Advisors first reported a position in JBT Marel in Q3 2015 and held it in 14 quarters.
ALPS Advisors's JBT Marel position peaked at $663K in Q4 2015.
264 funds tracked by Wall St. Rank held JBT Marel as of Q1 2021.

Based on ALPS Advisors's 13F filing for Q1 2021, filed 7 May 2021.