AG
JBTM

Aperio Group’s JBT Marel JBTM Stock Holding History

Aperio Group’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
2020
Q4 		$1.93M Sell
16,916
-93
-0.5% -$9.59K 0.01% 1252
2020
Q3 		$1.56M Buy
17,009
+3,021
+22% +$289K 0.01% 1231
2020
Q2 		$1.2M Sell
13,988
-1,183
-8% -$91.8K ﹤0.01% 1333
2020
Q1 		$1.13M Sell
15,171
-346
-2% -$34.6K 0.01% 1256
2019
Q4 		$1.75M Sell
15,517
-82
-0.5% -$8.78K 0.01% 1155
2019
Q3 		$1.55M Buy
15,599
+1,050
+7% +$116K 0.01% 1174
2019
Q2 		$1.76M Buy
14,549
+608
+4% +$65.4K 0.01% 1122
2019
Q1 		$1.28M Sell
13,941
-903
-6% -$76.3K 0.01% 1239
2018
Q4 		$1.07M Buy
14,844
+750
+5% +$66.5K 0.01% 1276
2018
Q3 		$1.68M Buy
14,094
+1,369
+11% +$149K 0.01% 1130
2018
Q2 		$1.13M Sell
12,725
-851
-6% -$83K 0.01% 1305
2018
Q1 		$1.54M Buy
13,576
+106
+0.8% +$12.1K 0.01% 1110
2017
Q4 		$1.49M Buy
13,470
+102
+0.8% +$11.1K 0.01% 1112
2017
Q3 		$1.35M Sell
13,368
-142
-1% -$13.1K 0.01% 1118
2017
Q2 		$1.32M Buy
13,510
+42
+0.3% +$3.73K 0.01% 1100
2017
Q1 		$1.19M Sell
13,468
-117
-0.9% -$10.1K 0.01% 1089
2016
Q4 		$1.17M Buy
13,585
+1,581
+13% +$129K 0.01% 1050
2016
Q3 		$847K Buy
12,004
+1,254
+12% +$83.9K 0.01% 1181
2016
Q2 		$658K Buy
10,750
+182
+2% +$10.6K 0.01% 1254
2016
Q1 		$596K Buy
10,568
+2,279
+27% +$111K 0.01% 1279
2015
Q4 		$413K Buy
8,289
+1,530
+23% +$69.5K ﹤0.01% 1444
2015
Q3 		$259K Buy
6,759
+292
+5% +$10.6K ﹤0.01% 1637
2015
Q2 		$243K Buy
6,467
+356
+6% +$13.1K ﹤0.01% 1759
2015
Q1 		$218K Buy
+6,111
New +$202K ﹤0.01% 1777

Other funds holding JBTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aperio Group's JBTM Position: Q4 2020 in Review

Aperio Group reduced its JBT Marel (JBTM) stake by 0.55% in Q4 2020, selling an estimated $9.59K and leaving 16,916 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #1252.

Aperio Group first reported a position in JBTM in Q1 2015 and has held it in 24 quarters since. 256 funds tracked by Wall St. Rank hold JBTM as of Q4 2020.

  • Aperio Group held 16,916 shares of JBT Marel worth $1.93M as of Q4 2020.
  • Aperio Group sold 93 JBT Marel shares in Q4 2020, an estimated $9.59K.
  • JBT Marel made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1252 holding.
  • Aperio Group first reported a position in JBT Marel in Q1 2015 and has held it in 24 quarters since.
  • 256 funds tracked by Wall St. Rank held JBT Marel as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.