American Portfolios Advisors’s JBT Marel JBTM Stock Holding History

American Portfolios 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
2022 Q3	$18.1K	Buy	211 +5	+2%	+$531	﹤0.01%	2234
2022 Q2	$22.7K	Buy	206 +163	+379%	+$18.7K	﹤0.01%	2164
2022 Q1	$5.09K	Hold	43	–	–	﹤0.01%	2931
2021 Q4	$6.6K	Hold	43	–	–	﹤0.01%	2790
2021 Q3	$6.04K	Hold	43	–	–	﹤0.01%	2772
2021 Q2	$6.13K	Hold	43	–	–	﹤0.01%	2732
2021 Q1	$5.73K	Hold	43	–	–	﹤0.01%	2642
2020 Q4	$4.9K	Hold	43	–	–	﹤0.01%	2425
2020 Q3	$3.95K	Hold	43	–	–	﹤0.01%	2374
2020 Q2	$3.7K	Hold	43	–	–	﹤0.01%	2343
2020 Q1	$3.19K	Sell	43 -126	-75%	-$12.6K	﹤0.01%	2251
2019 Q4	$19K	Buy	169 +85	+101%	+$9.1K	﹤0.01%	1747
2019 Q3	$8.35K	Hold	84	–	–	﹤0.01%	1997
2019 Q2	$10.2K	Buy	84 +41	+95%	+$4.41K	﹤0.01%	1892
2019 Q1	$3.95K	Hold	43	–	–	﹤0.01%	2175
2018 Q4	$3.09K	Hold	43	–	–	﹤0.01%	2021
2018 Q3	$5.13K	Hold	43	–	–	﹤0.01%	1995
2018 Q2	$3.82K	Hold	43	–	–	﹤0.01%	2068
2018 Q1	$4.88K	Hold	43	–	–	﹤0.01%	1886
2017 Q4	$4.76K	Buy	+43	New	+$4.7K	﹤0.01%	1858

Other funds holding JBTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

American Portfolios Advisors's JBTM Position: Q3 2022 in Review

American Portfolios Advisors increased its JBT Marel (JBTM) stake by 2.4% in Q3 2022, buying an estimated $531 and bringing the position to 211 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

American Portfolios Advisors first reported a position in JBTM in Q4 2017 and has held it in 20 quarters since. The position peaked at $22.7K in Q2 2022. 270 funds tracked by Wall St. Rank hold JBTM as of Q3 2022.

American Portfolios Advisors held 211 shares of JBT Marel worth $18.1K as of Q3 2022.
American Portfolios Advisors bought 5 JBT Marel shares in Q3 2022, an estimated $531.
JBT Marel made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2234 holding.
American Portfolios Advisors first reported a position in JBT Marel in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's JBT Marel position peaked at $22.7K in Q2 2022.
270 funds tracked by Wall St. Rank held JBT Marel as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.