AT
JBTM

American Trust’s JBT Marel JBTM Stock Holding History

American Trust’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 		– Sell
-1,965
Closed -$217K – 479
2022
Q2 		$217K Buy
1,965
+220
+13% +$25.3K 0.02% 405
2022
Q1 		$207K Buy
+1,745
New +$223K 0.01% 467

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

American Trust's JBTM Position: Q3 2022 in Review

American Trust sold out of JBT Marel (JBTM) in Q3 2022, closing a stake of 1,965 shares — an estimated $217K sold.

American Trust first reported a position in JBTM in Q1 2022 and held it in 2 quarters. The position peaked at $217K in Q2 2022. 269 funds tracked by Wall St. Rank hold JBTM as of Q3 2022.

  • American Trust reported no remaining JBT Marel position as of Q3 2022 after selling out during the quarter.
  • American Trust sold 1,965 JBT Marel shares in Q3 2022, an estimated $217K.
  • American Trust first reported a position in JBT Marel in Q1 2022 and held it in 2 quarters.
  • American Trust's JBT Marel position peaked at $217K in Q2 2022.
  • 269 funds tracked by Wall St. Rank held JBT Marel as of Q3 2022.

Based on American Trust's 13F filing for Q3 2022, filed 2 Dec 2022.