Baird Financial Group
JBTM

Baird Financial Group’s JBT Marel JBTM Stock Holding History

Baird Financial 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
2022
Q3 		– Sell
-5,401
Closed -$596K – 1861
2022
Q2 		$596K Sell
5,401
-290
-5% -$33.3K ﹤0.01% 1275
2022
Q1 		$674K Sell
5,691
-149
-3% -$19.1K ﹤0.01% 1304
2021
Q4 		$897K Buy
5,840
+265
+5% +$41.5K ﹤0.01% 1241
2021
Q3 		$784K Buy
+5,575
New +$799K ﹤0.01% 1298

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

Baird Financial Group's JBTM Position: Q3 2022 in Review

Baird Financial Group sold out of JBT Marel (JBTM) in Q3 2022, closing a stake of 5,401 shares — an estimated $596K sold.

Baird Financial Group first reported a position in JBTM in Q3 2021 and held it in 4 quarters. The position peaked at $897K in Q4 2021. 269 funds tracked by Wall St. Rank hold JBTM as of Q3 2022.

  • Baird Financial Group reported no remaining JBT Marel position as of Q3 2022 after selling out during the quarter.
  • Baird Financial Group sold 5,401 JBT Marel shares in Q3 2022, an estimated $596K.
  • Baird Financial Group first reported a position in JBT Marel in Q3 2021 and held it in 4 quarters.
  • Baird Financial Group's JBT Marel position peaked at $897K in Q4 2021.
  • 269 funds tracked by Wall St. Rank held JBT Marel as of Q3 2022.

Based on Baird Financial Group's 13F filing for Q3 2022, filed 15 Nov 2022.